**Managing Director, Insurance Compliance Specialist**

2 days ago

Bellevue, Washington, 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, providing leadership and guidance to team members, and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Audit and Compliance: Conduct thorough audits of insurance certificates and endorsements to ensure completeness, accuracy, and conformance to client contract requirements.
  • Client Communication: Provide detailed and accurate reviews and respond to client inquiries regarding compliance matters.
  • Insurance Verification: Verify policy coverage and cancellations with insurance agents.
  • Client Account Management: Perform client account reviews and interact professionally and timely with clients.
  • Talent Development: Actively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hires.
  • Leadership and Management: Provide leadership and manage the service associates within the given teams, including the oversight of the responsibilities of the specific role of the associate.
  • Work Assignment and Management: 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.
  • Team Facilitation: Facilitate unit team meetings, communicating division information.
  • Mentorship and Coaching: Serve as mentor and coach for account executives as needed.
  • Company Representation: Perform functions of the role within an IMA office 0-50% of the time.
  • Core Values: Support and demonstrate IMA's core values.
  • Diversity, Equity, and Inclusion: Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

Requirements:

  • Commercial Insurance Experience: 5+ years of experience in Commercial Insurance and understanding of General Liability, Umbrella, Worker's Compensation, and other business policies strongly preferred.
  • Education: Bachelor's degree preferred.
  • Technical Skills: 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.
  • Travel: Moderate travel required.

Benefits:

We offer 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, personal and professional development.

About IMA Financial Group:

We are a leading provider of insurance and financial services, recognized nationally as a leader in our industry. We are committed to putting our associates first and providing a supportive and inclusive work environment. As an independent company based in the Midwest, we are big enough to write business all over the world and small enough to implement your ideas quickly.

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