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Managing Director, IMA Certificate Compliance

2 months ago

Newton, United States IMA Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Managing Director to lead our Certificate Compliance team. As a key member of our organization, you will be responsible for managing internal and external client relationships, developing and implementing compliance strategies, and ensuring adherence to regulatory requirements.

Key Responsibilities
  • Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to client contract requirements
  • Provide detailed and accurate reviews and answer client inquiries about compliance matters
  • Follow up with insurance agents to verify policy coverage and cancellations
  • Perform client account review and interact professionally and timely with clients
  • Actively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hires
  • Provide leadership and manage the service associates within the given teams including the oversight of the responsibilities of the specific role of the associate
  • Direct the service teams' work assignments and manage the work of the unit team and assigned associates to provide clear communication of expectations, established time frames, regular progress updates, and annual performance evaluations
  • Facilitate unit team meetings, communicating division information
  • Serve as mentor and coach for account executives as needed
  • Perform functions of the role within an IMA office 0-50% of the time
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Requirements
  • 5+ years' experience in Commercial Insurance and understanding of General Liability, Umbrella, Worker's Compensation, and other business policies strongly preferred
  • Bachelor's degree preferred
  • Experience with Microsoft Office products required (PowerPoint, Word, Outlook, Excel)
  • Strong level of comfort with learning and utilizing computer software programs (i.e. MYCOI and TrustLayer) required
  • Moderate travel required
Benefits

As a member of our team, you will be eligible for a comprehensive benefits package, including 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, health club reimbursement, and personal and professional development opportunities.

About IMA Financial Group

We are a leading provider of insurance and financial services, committed to delivering exceptional value to our clients and associates. Our company culture is built on a foundation of teamwork, innovation, and community involvement. We are proud to be recognized as a Best Place to Work in Insurance and a leader in our industry.