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IMA Financial Group

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Certificate Technician

IMA Financial Group

Dallas, TX; Denver, CO;... COE 1w ago

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Certificate Technician

IMA Financial Group · Dallas, TX; Denver, CO; Overland Park, KS; Salt Lake City, UT; Wichita, KS

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COE Salt Lake City Wichita Denver Dallas-Fort Worth Overland Park Posted Apr 28, 2026

At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
Gradually builds the skills to process certificates with increasing independence over time
Assists with special projects and reports as requested
Assists with renewal processes, as requested
Maintains accurate account documentation in EPIC, with training and support
Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards

REQUIRED EXPERIENCE & SKILLS include but are not limited to:

No prior insurance experience required; training will be provided
Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required
2‑year college degree preferred
Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
Ability to work collaboratively as part of a team
Strong attention to detail and willingness to learn
Clear written and verbal communication skills
Problem solving and critical thinking skills

#LI-AG1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 4/28/2026-5/28/2026.

Salary Range

$44,000—$54,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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