IMA Financial Group logo
Posted 1mo ago•Dallas, TX; Denver, CO; Overland Park, KS; Salt Lake City, UT; Wichita, KS

Certificate Technician

MiddleOn-site (Dallas)Salary undisclosed
Job Description

At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
  • Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
  • Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
  • Gradually builds the skills to process certificates with increasing independence over time
  • Assists with special projects and reports as requested
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