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Shared Services Analyst

$55k - $60k

IMA Financial Group

divh2Shared Services Analyst/h2pWhat Youll Do/pulliClient data entry in agency management system/liliIndio renewal process/liliUpload Insureds Policies into EPIC and Passport/liliUpdate proposal drafts where assistance is needed by CM/liliSpecial projects, word processing and excel as instructed/liliOnline rating/liliEstablish knowledge of all structure and workflow as needed across department/liliSupport and assist in training on technical platforms used in PC including EPIC, Indio and any new platforms acquired/liliSupport with outsourced workflow (Patra and ReSource Pro) and IMA Shared Services/liliSupport in creating template documents for Epic and other document and form creation including training documents/liliProcess and deliver electronic mail across department from various carriers/li/ulpYou Should Have/pulliMinimum 1 year of experience working in a professional office environment/liliAbility to conduct yourself in a professional, collaborative, and respectful manner within a team environment/liliDemonstrate excellent time management and organization skills/liliService oriented with the ability to manage multiple tasks and deadlines simultaneously, and ability to work with an efficient pace/liliDependable, self-motivated, and willing to gain insurance knowledge/liliMust be able to work onsite Pasadena, CA office 4 days per week/li/ulpQualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report./ppSalary Range $55,000$60,000 USD/ppCompensation Benefits/ppBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/ADD, 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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidates geographic location, prior relevant experience, and their knowledge, skills, and abilities./pp*These benefits do not apply to internship roles./ppWhy Join IMA?/ppWeve built a reputation for putting our associates first/ppWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? Its this unique ownership business model that makes working at IMA so appealing./ppWe work in teams. We sell in teams. We win and prosper as a team/ppWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, were big enough to write business all over the world and small enough to implement your ideas quickly./ppWe are recognized nationally as a leader in our industry/pulli2020-2023 Business Insurance Magazine Best Places to Work in Insurance/lili2023 Inc. Magazines Best Workplaces/lili2023 Denver Business Journals Best Places to Work/lili2022-2023 Connecticut Top Work Places/lili2021-2023 Inc. 5000s List of Fastest Growing Companies/lili2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies/lili2022-2023 Kansas City Business Journals Best Places to Work/lili2021-2023 Charlotte Business Journals Best Places to Work/lili2021-2023 Los Angeles Business Journals Best Places to Work/lili2021-2023 The Salt Lake City Tribune Top Work Places/lili2021-2022 Puget Sound Business Journals Washingtons Best Workplaces/lili2021-2022 Wichita Business Journals Best Places to Work, #1 in extra-large category/lili2021 Dallas Business Journals Best Places to Work/lili2021 Alaska Journal of Commerces Best Workplaces in Alaska/li/ulpThis Job Description is not a complete statement of all duties and responsibilities comprising this position./ppThe IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities./p/div

IMA Financial Group
Vacancy posted 3 days ago
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