IMA Financial Group
CertificateAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Certificate Analyst at IMA Financial Group. Skills: process management, vendor management, quality control. Manage certificate desk. Standardize and maintain certificate issuance guidelines”
What You'll Achieve.
adhere to established turnaround time for requests; monitor compliance of the contracts; ensure work product satisfies request and in a timely manner; guarantee efficiency and accuracy of certificate desk; ensure new certificates are issued accurately within the timeline provided; Ensure certificate process is meeting client expectations
Industry & Context.
Ability to work onsite in Pasadena, CA at least 4 days per week
What They're Looking For.
Must Have
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, ability to work with an efficient pace
Nice to Have
Knowledge of issuing insurance certificates and endorsements
What You'll Do.
Manage certificate desk
Standardize and maintain certificate issuance guidelines
Maintain quality of service
Manage the outsourced vendor relationship
Monitor compliance of the contracts
Oversee the workflow and quality of output
Assist in establishing standards for contractual performance
Review contract cases
specifications and related documents
Assist in preparation of operating procedures
Demonstrate continuous effort to improve operations
Decrease turnaround times
Streamline work processes
Work cooperatively and jointly to provide quality streamline customer service
Act as the liaison between internal staff and certificate desk
Ensure work product satisfies request
Direct the certificate renewal process
Guarantee efficiency and accuracy of certificate desk
Coordinate with the service team
Initiate the renewal process
Coordinate the creation of new master documents
Populate the new certificate holder information
Ensure new certificates are issued accurately
knowledge and abilities of all staff issuing certificates
Provide training and guidance to new associates
Assess and advise managers of new staff training needs
Understand various aspects of contractual liability
Understand additional insured forms
Understand liability coverage
Ensure certificate process is meeting client expectations
Periodic quality control processes
How You'll Work.
Team & Collaboration
Work cooperatively and jointly to provide quality streamline customer service; Act as the liaison between internal staff and certificate desk; Coordinate with the service team
Full Job 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
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