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Certificate Analyst

IMA Financial Group
CompanyIMA Financial Group
CategoryData & Analytics
LocationPasadena
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted7 Jul 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
What You'll Do Manage certificate desk Standardize and maintain certificate issuance guidelines, procedures, and processes Maintain quality of service and adhere to established turnaround time for requests Manage the outsourced vendor relationship and monitor compliance of the contracts which provide services through the certificate desk Oversee the workflow and quality of output from vendors Assist in establishing standards for contractual performance and reviewing contract cases, specifications and related documents Assist in preparation of operating procedures Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes and work cooperatively and jointly to provide quality streamline customer service Act as the liaison between internal staff and certificate desk to ensure work product satisfies request and in a timely manner Direct the certificate renewal process to guarantee efficiency and accuracy of certificate desk and coordinate with the service team within the timeline requirements to initiate the renewal process Coordinate the creation of new master documents, templates and populate the new certificate holder information into the system and ensure new certificates are issued accurately within the timeline provided Develop the skills, knowledge and abilities of all staff issuing certificates Provide training and guidance to new associates on issuance of certificates as dictated by job requirements Assess and advise managers of new staff training needs regarding certificates Understand various aspects of contractual liability, additional insured forms and liability coverage Ensure certificate process is meeting client expectations by periodic quality control processes You Should Have High school diploma or general education degree (GED) Knowledge of issuing insurance certificates and endorsements preferred Ability to work onsite in Pasadena, CA at least 4 days per week Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment Demonstrate excellent time management and organization skills Service oriented with the ability to manage multiple tasks and deadlines simultaneously, and ability to work with an efficient pace     Salary Range $55,000 — $60,000 USD Compensation & Benefits Being 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/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, 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 candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.  *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What 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? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in t
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Certificate Analyst — IMA Financial Group · Job Opportunities API