IMA Certificate Compliance Analyst

IMA Financial Group, Inc.

IMA Certificate Compliance Analyst supporting client review processes and compliance reporting in a remote capacity. Engaging in certificate reviews and gaining proficiency in key systems.

Posted 6/8/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $48,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Execute basic certificate reviews with low complexity, ensuring accuracy and completeness.
Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI.
Develop effective time management skills to meet deadlines and efficiently prioritize tasks.
Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards.
Performs the essential functions of the role within an IMA office environment 0-50% of the time.

Requirements

What you’ll need

Bachelor’s Degree preferred or equivalent work experience.
Basic understanding of Microsoft Office products (Outlook, Teams, SharePoint, Word, Excel) and ability to quickly learn internal systems (TrustLayer, myCOI).
Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred.
Strong written and verbal communication skills to interact effectively with team members and clients.
Comfortable with learning and using new software and technologies to improve work efficiency.
Ability to review information carefully and accurately, ensuring that all tasks are completed to specification.
Ability to manage and prioritize multiple tasks effectively to meet deadlines.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

certificate reviewsMicrosoft OfficeGeneral LiabilityWorkers CompensationUmbrellainsurance policies

Soft Skills

time managementtask prioritizationwritten communicationverbal communicationattention to detail

Certifications

Bachelor’s Degree