IMA Financial Group

CertificateAnalyst

$55–60k Pasadena, California, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Eligibility Requirements

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

Free ATS check

Applying for this Certificate Analyst role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

ANONYMOUS · UNFILTERED

What do employees actually say about IMA Financial Group?

Real rants from real employees. Read before you apply.

Read Company Rants →