Underwriting Technician (Eydent)

US-MI-Mt Pleasant
Job ID

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.

  • 2016 Fortune's Top Workplaces for Parents
  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
  • 2014 Dallas Business Journal’s Healthiest Employer Finalist
  • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
  • 2014 Kansas City Business Journal’s Healthiest Employer Finalist
  • 2013 Kansas City Business Journal’s Healthiest Employer Honoree
  • 2015 CoBiz Best of Colorado
  • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies


What You’ll Do

The Underwriting Tech works closely with the Underwriting Assistant to ensure accurate and timely workflow processes for handling all transactions and requests, as a team, during the policy issuance and quotation process. The Underwriting Tech may set up all submission files in addition to scanning and e-mailing quotes to agencies in addition to creating and updating files and rating policies on carrier policy rating systems.


General Responsibilities:

  • Rate policies using carrier rating systems for assigned programs
  • Compile necessary data, reports and logs, as requested by the Underwriting Assistant or the Program Underwriters
  • Handle all necessary transactions and requests once the policy is bound
  • Preparation of file documents
  • Order and review loss control reports
  • Compliance with Insurance Carriers’ reporting requirements and policy registry
  • Policy service on existing and new accounts including endorsements and confirming coverage
  • Carrier queries on files
  • Checking policies and endorsements for accuracy when issued by carrier
  • Request billings on binders and additional premium endorsements 
  • Review set-up and input new business, renewals endoresments, cancellations, and policy changes
  • Maintain positive and professional written and oral communications internally and externally


You Should Have:

  • College degree is preferred
  • Strong attention to detail
  • Professional communication and customer service skills 
  • Previous education or experience working with insurance coverage,rating, and industry practices is preferred

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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