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Managing Director, IMA Certificate Compliance

IMA Financial Group
Fort Worth, TX, United States
Full-time

IMA's Certificate Compliance (IMACC) team is seeking a Managing Director to join our group! This role will lead the IMACC team as an active liaison between agent and IMA, Inc.

clients, communicate with the Market President regarding department strategies, needs, and performance, and evaluate performance of team members while developing talent and establishing career progression.

This role is eligible to be located out of any IMA market!

A successful applicant must have the ability to effectively manage internal and external client relationships, possess a strong business acumen, be technology savvy, and excellent problem solving and communication skills.

Responsibilities include, but are not limited to :

  • Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements
  • Provide detailed and accuratereviews 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 responsibilitiesof the specific role of the associate
  • Direct the service teams' work assignments and mange the work of the unit team and assigned associatesto provide clear communication of expectations, established time frames, regular progress updates, and annual performanceevaluations
  • 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

Required skills and experiences :

  • 5+ years' experience in Commercial Insurance and understanding of General Liability, Umbrella, Worker's Compensation, and other business polices strongly preferred
  • Bachelor's degree preferred
  • Experience with Microsoft Office products required (PowerPoint, Word, Outlook, Excel)
  • Strong level of comfort with learningand utilizing computer software programs (i.e. MYCOI and TrustLayer) required
  • Moderate travel required

The anticipated posting timeline for this opportunity is 8 / 19 / 2024 through 9 / 30 / 2024.

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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, Health Club Reimbursement, 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.

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 teams. We win and prosper as a team

We 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, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

  • 2020-2023Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut TopWork Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune TopWork Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The 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.

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