Managing Director, IMA Certificate Compliance

1 week ago

Pasadena, California, United States IMA Financial Group Full time
Job Title: Managing Director, IMA Certificate Compliance

IMA Financial Group is 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 ensuring the accuracy and completeness of certificates of insurance and endorsements, as well as providing detailed reviews and answering client inquiries about compliance matters.

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

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