Certificate Analyst
Imafinancialgroup · Pasadena, CA · Posted Jul 7, 2026
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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 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
2020-2023 Business 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 Top Work 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 Top Work 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-large category
2021 Dallas Business Journal…