Clerical & Data Entry (1)

The Property & Casualty Service Apprentice is an entry-level opportunity to launch a meaningful career in commercial insurance with IMA. In this role, you will support Account Management teams while gaining hands-on experience with client service, agency systems, and industry fundamentals. This apprenticeship is designed to help you grow through real-world experience, structured learning, and required coursework and training that support your long-term development and success.

ESSENTIAL JOB DUTIES include but are not limited to:

Complete administrative tasks such as data entry, document preparation, scanning, filing, and distribution.
Assist with processing policies, endorsements, audits, certificates, and related service documents using SOPs.
Gather, organize, and enter client, policy, exposure, and carrier information with accuracy and timeliness.
Retrieve carrier documents, including endorsements, loss runs, and other standard service materials.
Support renewal preparation by organizing files, updating trackers, and helping deliver standard materials.
Help route and document claims, risk control, and service-related items, escalating issues as needed.
Review documents for completeness and flag missing information, discrepancies, or non-routine issues.
Communicate professionally with team members, carriers, and clients on routine service matters within scope.
Prepare meeting materials, capture action items, and follow up on assigned tasks.
Participate in required coursework, apprenticeship training, and assigned learning activities.
Maintain progress toward apprenticeship milestones, training completion, and program licensing expectations.

KEY STRENGTHS AND TRAITS include but are not limited to:

Strong attention to detail and follow-through
Curiosity, learning agility, and openness to coaching
Ability to follow structured processes and instructions
Strong organization and time management skills
Clear written and verbal communication skills
Professionalism and a strong commitment to service
Commitment to confidentiality, quality, and compliance

QUALIFICATIONS

High school diploma or equivalent required
Ability to apply to and enroll in the required apprenticeship education program
No prior insurance experience required
Basic Microsoft Office skills preferred
Property & Casualty licensing is not required at entry; however, candidates must be willing to complete required coursework, training, licensing activity, and apprenticeship milestones.

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’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.

Property & Casualty Service Apprentice

IMA Financial Group

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