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Senior Manager, Certificate Compliance

2 months ago

Pasadena, California, United States IMA Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Compliance and Risk Management professional to join our team as a Managing Director. This role will lead our Certificate Compliance team, serving as a liaison between agents and clients, communicating with the Market President regarding department strategies, needs, and performance, and evaluating the performance of team members while developing talent and establishing career progression.

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

This role is eligible for the following benefits:

  • 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
  • Personal and Professional Development