Assistant Energy Underwriter (Eydent)

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

As an Underwriting Assistant you will be responsible for managing the day to day workflow processes required, provide technical support for the Underwriters, evaluate all underwriting information provided to ensure it meets the necessary Eydent requirements and maintain timely and accurate work flow processes.  In addition, you will provide communications with agents, brokers and insurance carriers while maintaining strong business relationships.  You will oversee the workflow process from start to finish using insurance carrier rating systems from submission through issuance.  


General Responsibilities:

  • Prepare renewals, new business and endorsement requests for the Underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates and various coverage options, and entering information into databases
  • Compile necessary data, reports and logs as requested by the Underwriters
  • Initiate and respond promptly to telephone and written inquiries from agents and carriers about processing, policy change requests, billing status, new applications, and ratings
  • File setup: rating and/or rating overview
  • Prepare quotes, binders and billing requests
  • Handle all necessary transactions and requests once coverage is bound
  • Order loss control reports
  • Compliance with carrier reporting requirements
  • Filing as required by regulatory agencies
  • Keep the underwriting files properly documented and organized with accurate, clear and complete information and handle policy service on existing and new accounts
  • Check policies - endorsements for accuracy when issued by carrier(s)
  • Assist with team development and individual training with the Program
  • Maintain positive and professional written and oral communications internally and externally 

You Should Have:

  • 2-3 years of office experience, preferably processing and communication of policies
  • Associate Degree or experience equivalent to a degree (Bachelor’s Preferred); continuing insurance education desired
  • An active Property and Casualty license required for state of business or the ability to obtain a license and will fulfill continuing education requirements to retain the license
  • Energy industry knowledge preferred (Oil & Gas - Utilities - Renewables - Power Gen)
  • Excellent written and communication skills and a positive attitude
  • Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner 
  • The ability to handle and prioritize multiple tasks while meeting deadlines
  • Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, rating plans and system/workflow; regulatory issues and industry practices preferred 
  • The ability to work independently and to also work in a team environment
  • Basic math skills
  • Strong computer proficiency with Microsoft Office products and other programs
  • The willingness to complete additional duties and take on additional responsibilities as the need arises

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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