IMA Financial Group
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Associate Consultant - Syntrinsic
Required Qualities
This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm’s culture. Specifically, a strong candidate demonstrates Syntrinsic’s Core Values below:
- Empower all People
- Serve with Intensity
- Take Initiative
- Innovate
- Prove ourselves dependable
Key Responsibilities
The Associate Consultant would support the firm’s Consulting Group by managing the logistics involved in carrying out the client service model. These responsibilities are varied and include at least the following:
- Maintain accurate client records, documents, and correspondence within CRM and performance reporting systems.
- Execute and monitor trade instructions and coordinate with custodians to ensure proper settlement.
- Process money movements including contributions, withdrawals, and capital calls, ensuring compliance with client authorizations and internal controls.
- Prepare and deliver quarterly performance reports.
- Liaise with custodians, investment managers, and vendors to confirm data accuracy and resolve discrepancies.
- Review and manage subscription and redemption documents for investment managers, ensuring accuracy and timely submission, owning back-end execution.
- Assist with onboarding new clients, including data collection, account set-up, and operational workflow implementation.
- Participate in process improvement initiatives to streamline reporting, data reconciliation, and compliance tracking.
- Support project management efforts related to investment research, client transitions, and technology upgrades.
Required Qualifications
- Must be a Registered Investment Advisor Representative. If not already registered, expected to pass the Series 65 or other qualifying certification in the first 90 days of employment
- Strong quantitative analysis skills in Microsoft Excel; Salesforce experience a plus
- Fluent in Microsoft Office a plus
The anticipated posting timeline for this opportunity is 5/7/2026-6/7/2026.
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.
Ready to apply?
Apply to IMA Financial Group
Office Manager (Portland, Maine)
Looking for a role where you can truly make an impact every day? Join Acadia Benefits, an IMA Company, as our Office Manager in beautiful downtown Portland, Maine - featuring water views and paid parking.
As the heartbeat of our office, you’ll keep everything running seamlessly while supporting a tight-knit, high-performing team. This is a perfect opportunity for someone who thrives on organization, enjoys being the go-to person, and takes pride in creating a positive workplace experience.
This fully onsite role is Monday–Friday, 30 hours per week - and yes, it’s benefits-eligible.
What You'll Do
- Manage all general office functions, including mail, supply inventory, interoffice communications, current and archived files, collect invoices and submit them for payment
- Point person for all general inquiry calls, fax/email messages, and deliveries
- Organize and help execute mailings for events and marketing
- Print and assemble materials for customer meetings
- Update and distribute agendas for weekly team meetings
- Primary contact for all vendors/contractors/service reps (e.g., property management, cleaning staff, parking, shipping, equipment servicing, etc.)
- Act as office liaison with IMA IT team and IT consulting company
- Monitor and maintain equipment inventory lists, preventative maintenance, and subscription renewals
- Coordinate equipment orders and installations in coordination with IMA
- Work closely with IT team to develop and implement Information Security policies that support company compliance efforts
- Organize and track company required ongoing training in coordination with IMA
- Update and maintain, customer, prospect, and carrier contact information
- Run and distribute various weekly, monthly, and ad hoc reporting and mailings
- Event planning and project coordination (internal and external)
- Prepare materials for events, meetings and trade shows/conferences
- Manage all broker appointment applications and records; complete license renewals; E&O Certificates; W9’s
- Coordinate onboarding and training for all new hires
- Create and submit monthly expense reports
You Should Have
- Minimum 2 years of experience in office administration, marketing, and/or sales support roles.
- Expertise in MS Office required, including intermediate level Excel and Power Point.
- Familiarity with CRM programs and experience with Teams, Mailings and Mail merges, Forms and OneDrive, Canva, Zoom, preferred.
- Experience managing office procedures, vendors, facilities, and office equipment.
- Strong communication, organizational and interpersonal skills and ability to be intuitive to fulfill tasks and needs of the office.
- Excellent initiative and follow-up skills, and ability to prioritize and carry out a variety of responsibilities with requests from various people.
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.
Ready to apply?
Apply to IMA Financial Group
Private Client Claim Manager
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Collaborates effectively with service teams to develop and maintain Claim service standards for clients
- Maintains a proactive approach focusing on claim resolutions and strategies for assigned matters
- Advocates for the timely, optimal resolution of claim matters for our clients
- Communicates pertinent claim information timely to internal and external clients
- Maintains strong relationships with internal and external clients
- Subject matter expertise in Personal lines of coverage (e.g. Personal Auto, Homeowners)
- Communicates effectively with other departments and peers to support initiatives across the enterprise
- Provides direction and oversight to Claim Advocates in the management and advocacy of claims on behalf of clients
- Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
- Encourages development opportunities for staff by setting performance goals that align with organizational goals and providing performance feedback
- Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
- Leads and contributes to Claim Projects, and other tasks as assigned
- Demonstrates superior technical insurance and business acumen
- Demonstrates exceptional leadership characteristics
- Attends insurance related seminars including but not limited to continuing education classes
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 5-10 years of prior Personal Lines Claim experience
- 3+ years of prior supervisory or leadership experience
- Bachelor’s degree or work experience equivalent to a college degree
- Systems skills – Applied Epic, Carrier websites
- Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
- Exceptional technical skill and knowledge of coverage and claims handling
- Excellent communication and negotiation skills
- Required: strong mathematical and reasoning skills
- Ability to discuss and solve claim problems with clients and insurance carriers
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Client Manager (Employee Benefits)
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Client service
- Maintains regular, professional contact to create and foster relationships with client representatives
- Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
- Answers questions related to benefits program
- Conducts reviews and works to provide guidance on compliance related matters
Client meetings
- Assists in and prepares materials and collateral for meetings and discussions
- Actively participates in discussions
- Records and reports meeting discussion and action items
- Carrier and vendor management
- Oversees new vendor/carrier implementations
- Reviews carrier, vendor, and plan documents and contracts
- Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Communication and education
- Works with clients to develop short and long-term employee communication objectives
- Creates member facing collateral pieces to promote and clarify benefit program features
- Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
- Uses regular interactions to update clients on carrier and vendor partner features and services
Internal partnerships
- Actively participates and contributes to client service team operations
- Effectively communicates client updates to appropriate team members
- Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 4 or more years of relevant experience
- Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
- Ability to learn and work in agency/client management systems and other related software and technology platforms
- Ability to work independently
- Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
- Demonstrates critical thinking and problem solving
- Ability to present information in a group setting (in person and virtually)
- Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
- Possesses high degree of diplomacy and tact while maintaining confidentially
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Account Manager
What We Have to Offer:
The Richards Group an IMA Company is looking for a highly motivated Account Manager to join our Personal Lines team. If you have strong interpersonal skills, a passion for building relationships, and a commitment to exceptional service, we’d love to hear from you! This position offers flexibility with the option to work remotely. Because we value in-person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable traveling distance to one of our VT or NH locations.
What You Bring:
- Prior industry exposure
- An active Property & Casualty License
- A strong sense of integrity, professionalism, and reliability
- A team-oriented mindset and high level of self-motivation
- Exceptional attention to detail and accuracy
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- A passion for delivering outstanding customer service
- Proficiency with computer systems and efficient, accurate data entry
- Experience using AMS 360 or a similar agency management system preferred not required
The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Account Manager (Personal Lines)
What We Have to Offer:
The Richards Group an IMA Company is seeking an experienced Senior Personal Lines Account Manager to join our team. If you excel at building strong client relationships, thrive in a fast‑paced environment, and bring a commitment to exceptional service, we’d love to connect with you.
This position offers flexibility, including the option to work remotely. Because we value in‑person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable travel distance to one of our VT or NH locations.
What You Bring:
-
Minimum of 5 years of prior experience in the insurance industry, specifically within Personal Lines
- An active Property & Casualty License
- A strong sense of integrity, professionalism, and reliability
- A team-oriented mindset paired with high self‑motivation
- Exceptional attention to detail and accuracy
- Excellent verbal and written communication skills
- Strong organizational and time‑management abilities
- A passion for delivering outstanding customer service
- Proficiency with computer systems and efficient, accurate data entry
- Experience using AMS 360 or a similar agency management system (preferred but not required)
The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Personal Insurance Team Leader / Supervisor
What We Have to Offer:
Join our dynamic team as the Personal Lines Team Leader/Supervisor, where you will not only take on Account Manager responsibilities but also inspire and guide a passionate group of Account Managers! You will be the go-to contact for all Personal Lines inquiries within your assigned branch location(s), making a real impact every day.
This position offers flexibility with the option to work remotely. Because we value in-person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable traveling distance to one of our VT or NH locations.
Personal Lines Team Leadership: Collaborate closely with the Department Manager and fellow Team Leaders to set and achieve ambitious Personal Lines goals and objectives. Embrace and champion the Department vision, effectively communicating and driving results at the branch level. Create an uplifting environment that empowers the team to thrive and succeed. Take charge of day-to-day operations within your branch, ensuring everything runs smoothly.
Account Management:Bring your expertise to the table with a deep understanding of the current products and services offered by various insurance companies. You will be responsible for receiving, documenting, and processing all client service requests, ensuring that this vital information gets submitted efficiently.
What You Bring:
- At least 5 years of prior industry experience required
- An active Property & Casualty License required
- A strong sense of integrity, professionalism, and reliability
- A team-oriented mindset and high level of self-motivation
- Exceptional attention to detail and accuracy
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- A passion for delivering outstanding customer service
- Proficiency with computer systems and efficient, accurate data entry
- Experience using AMS 360 or a similar agency management system
The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Private Client Advisor
IMA Select is seeking a Private Client Advisor to join our team in Wichita, KS! This role is responsible for the for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. A successful applicant must possess critical thinking and problem-solving skills, ability to work independently in a fast-paced environment, manage complex accounts, analyze insurance quotes and make recommendations, and have excellent written and oral communication and interpersonal skills
Additional responsibilities include, but are not limited to:
- Cultivate and maintain excellent communication and relationships with clients and insurance carriers
- Interact professionally and timely with clients via email, phone, and in-person
- Develop remarketing strategy in accordance with client servicing standards and market changes
- Manage renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
- Participate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected and cross-selling new or adding additional lines of coverage or services on existing accounts
- Following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
- Attend education classes in combination with individual study programs to expand technical coverage knowledge
- Support and demonstrate IMA Select’s core values
- Value and understand the importance of diversity, equality, and inclusion among all IMA associates
Required skills and experiences:
- Minimum 2 years of similar or related experience required
- High School Diploma required
- Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
- Strong computer proficiency including Microsoft Office products required
- Property and Casualty license is required for state of business and associates must fulfill continuing education requirement to retain license
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Receptionist
What You’ll Do
As the Receptionist, you’ll be the first point of contact for IMA clients, visitors, and internal teams—creating a welcoming, polished, and efficient front office experience. In this highly visible role, you’ll support daily office operations through front desk management, administrative coordination, and shared resource support.
We’re looking for someone who is organized, adaptable, detail-oriented, and consistently demonstrates professionalism, discretion, and excellent customer service.
Key Responsibilities
Front Desk & Client Experience
- Serve as the face of the office by creating a warm, professional first impression for all visitors
- Open and close the reception area, ensuring it is organized and presentable
- Greet and assist clients, visitors, and vendors; notify staff of arrivals
- Answer, screen, and route incoming calls promptly and professionally
- Manage front desk email communications, including general inquiries and document routing
- Maintain visitor logs and support workplace security protocols (e.g., badge management)
Meetings, Conference Rooms & Events
- Coordinate conference room scheduling and reservations
- Assist with meeting setup, technology, and on-site support as needed
Administrative Support
- Provide general administrative support, including document preparation, spreadsheets, presentations, and proposal assembly
- Assist with time-sensitive requests and special projects across teams
Office Operations & Resources
- Maintain organization of shared office resources and subscriptions
- Monitor and replenish office, kitchen, and supply inventory
- Support overall front office efficiency and coordination
Mail, Facilities & Operational Support
- Process and distribute incoming and outgoing mail, packages, and faxes
- Ensure timely digital distribution of scanned documents
- Provide backup support for facilities and supply management functions
Onboarding & Employee Support (Backup)
- Assist with new hire setup, including workstations and welcome communications
- Provide backup support for employee-related processes and requests
- Support ordering of employee and client gifts as needed
Additional Duties
- Provide cross-functional backup support across office operations
- Take on additional responsibilities and projects as needed
Qualifications
- High school diploma or equivalent required
- 6 months to 2 years of relevant experience in a receptionist, administrative, or customer-facing role
- Strong communication and interpersonal skills with a customer-first mindset
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Highly organized with strong attention to detail and the ability to multitask
- Self-motivated and able to work both independently and collaboratively
- Flexible and adaptable in a fast-paced environment
- Basic math and problem-solving skills
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Client Manager - Total Rewards
Join our dynamic Total Rewards team in the vibrant Portsmouth, NH market as a Senior Client Manager! Here, you'll have the exciting opportunity to build strong client relationships while delivering exceptional service and support. In this client-facing role, you’ll lead benefit platform initiatives, support open enrollment, manage reporting and compliance tasks, and coordinate employee communications. You’ll also assist with RFPs, renewal tracking, and ongoing client meetings.
If you’re organized, proactive, and passionate about client success, this is a great opportunity to grow with a supportive and knowledgeable team.
This position offers flexibility, including the option to work remotely. Because we value in‑person collaboration for training, client support, and strategic meetings, qualified candidates must live within reasonable travel distance to our NH location.
What You Bring
- Bachelor’s degree with 3–5 years of experience in account management or HR (employee benefits preferred)
- Active health, life, and disability license in applicable state(s)
- Proficiency with Microsoft Office and virtual meeting platforms
- Strong communication, organization, and analytical skills
- Ability to make sound independent decisions and manage priorities effectively
- Customer-focused and empathetic, with the ability to stay composed under pressure
- Self-directed and collaborative team player
- Willingness to be occasionally available after hours (monthly cell phone stipend provided)
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Helpdesk Technician II
What You'll Do:
Provide responsive IT help desk support by resolving user issues through phone, email, and chat while ensuring tickets are handled within service level expectations. Troubleshoot hardware, software, operating system, and Microsoft 365 issues, escalate complex matters when needed, and follow through to resolution. Support and mentor newer technicians, improve help desk processes, and serve as a key escalation resource for Tier I team members.
You Should Have:
- Associate degree, preferred or 3-5 years’ equivalent work experience in computer technology-related fields required
- CompTIA A+ Certification or demonstrated equivalent work experience or certification preferred
- 3-5 years’ current Microsoft desktop operating system, mail client and applications experience preferred
- 3-5 years’ experience working in service desk roles required
- 3-5 years user account creation and administration experience required
- Excellent oral, presentation, analytical and written communication skills required
- Exceptional focus on customer service required
LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Front Desk
POSITION SUMMARY:
The successful candidate will have a natural ease in connecting with others while serving as the gatekeeper for the organization. You will also perform a wide range of administrative and office support activities.
JOB DUTIES:
- Greet guests cordially and with a warm smile, while attending to their needs with a strong sense of urgency.
- Create authentic and caring interactions with clients and team members.
- Work collaboratively with a commitment to a workplace of dignity and respect with a willingness to help in all areas of the office. No job should be too small, as every area of the office is important to our success and the success of our team members.
- Be receptive to coaching from supervisors and managers, in compliance with the Agency's policies and procedures. We want you to succeed!
- Answer calls using a multi-line phone system, forward calls and faxes to appropriate personnel, and take and deliver messages.
- Open the lobby area at the beginning of the workday and close it at the end of office hours.
- Maintain office and kitchen inventory including ordering of supplies.
- Assist with agency tasks/projects as assigned.
- Process client payments and support tasks for client files.
- Process all types of incoming mail
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Become familiar with and follow Agency guidelines, policies and procedures.
- Process the Communication Log
This is not an exhaustive list of all duties and responsibilities. Duties and responsibilities may change and be assigned, based on Agency needs.
SUCCESS FACTORS & QUALIFICATIONS:
The success factors and requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- An optimistic and cheerful can-do demeanor.
- Punctuality is key.
- High school diploma or general education degree (GED); 1 to 3 months related experience and/or training; or equivalent combination of education and experience.
- Working knowledge of Microsoft Word & Excel.
- Great communication skills.
- Organizational & time management skills; completing tasks timely.
- Dependable.
- Team Player.
- Professional demeanor
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands; as well as be required to stand and walk frequently, to speak and hear. The employee is frequently required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.
OTHER: The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. IMA does not sponsor individuals for employment-based visas for this position.
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Carrier Payable Specialist
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Assists with the insurance carrier accounts payable function for all locations’ operations, including but not limited to:
- Reconciling billing statements
- Processing and making payments to insurance carriers for premiums owed by IMA clients
- Acts as a resource to internal teams on processes and guidelines to be followed, to ensure proper processing of carrier invoices
- Filing and other administrative tasks
- Communications with key internal and external stakeholders
- Processes electronic payments
- Helps with Accounting Department tasks as needed
- Interacts professionally and timely with clients via email and phone
- Performs functions of the role within an IMA office more than 50% of the time
Required Experience and Skills include but are not limited to:
- Two to five years of similar or related experience
- Systems skills – Applied Epic, SAP Concur
- Experience with MS Office products preferred, specifically Outlook, Word, and Excel
- At least one of the following:
- A two-year college degree
- Completion of a specialized course of study at a business or trade school
- Completion of a specialized and extensive in-house training or apprenticeship program
- Must be proficient with 10-key data entry
- Candidate must be strongly detail-oriented
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Account Specialist
What You'll Do
Commercial Lines Insurance Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team.
Responsibilities may include but are not limited to:
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
• Ability to problem-solve and suggest proactive solutions to AM and AE.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
• Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Controls industry specific reporting (well reporting, builder's risk, etc.)
• Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
• Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
• Ability to work independently, lead project special assignments.
• Supports as needed in special client projects
You Should Have
- Applicable experience required with Construction experience preferred
- Property & Casualty license strongly preferred; candidates must obtain within 90 days if not currently licensed
- Attention to detail & ability to work within AMS and maintain data completeness standards
- Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
- Limited travel required (less than 10%)
#LI-TC1
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.
Ready to apply?
Apply to IMA Financial Group
Claims Executive
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Interacts professionally and timely with clients via email, phone, and in-person
- Maintains a proactive approach focusing on claim strategies and resolutions
- Advocates for the timely, optimal resolution of claim matters for our clients
- Communicates pertinent claim information timely to internal and external clients
- Maintains strong relationships with internal and external clients
- Subject matter or specific coverage line knowledge and expertise in Executive Risk (D&O, EPLI, Crime, Cyber) and/or Property lines of coverage.
- Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc.
- Develops strong working knowledge of IMA computer systems/programs
- Assists Claim Manager with claim staff onboarding, training and development
- Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc.
- Leads and contributes to Claim Projects, and other tasks as assigned
- Attends insurance related seminars including but not limited to continuing education classes
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 10 + years of prior Claims experience in Executive Risk and/or Property coverage required
- Bachelor’s degree or work experience equivalent to a college degree
- System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred
- Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)
- Exceptional technical skill and knowledge of coverage and claims handling
- Moderate travel required (25-50%)
- Excellent communication and negotiation skills
- Strong mathematical and reasoning skills required
- Ability to discuss and solve claim problems with clients and insurance carriers.
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Financial Consultant - Employee Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Interacts professionally and timely with internal and external clients via email, phone and in-person
- Financial Strategy
- Leads complex technical work and strategic financial consulting regarding employee benefit plans
- Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
- Drives local process improvements and supports innovation
- Marketing/RFPs
- Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
- Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
- Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
- Renewals
- Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
- Leads recommendations to client regarding renewal analysis
- Utilizes actuarial models to assess changes to risk and plan structure
- Partnership & Negotiation
- Negotiates with carriers based on client’s targeted goals
- Maintains ongoing relationships with carrier and vendor partners
- Underwriting & Analysis
- Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
- Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
- Develops and communicates self-funded IBNP analysis to client
- Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
- Reporting
- With minimal guidance, analyzes data for inconsistencies and trends
- Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
- Builds and customizes reports to fit client needs
- Presentation
- Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
- Training & Mentorship
- Provides mentorship to analysts and performs technical review of work
- Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
- Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 6+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficiency with MS Office Suites
- Attains Life and Health license & maintains through continuing education requirements
- Limited travel required (less than 25%)
- Understands concepts of underwriting and actuarial computations
- Analyzes and interprets data
- Effectively manages multiple projects while meeting timelines
- Ability to be firm and persuasive when needed, while maintaining good relationships
- Handles confidential information with tact and discretion
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Financial Consultant - Employee Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Interacts professionally and timely with internal and external clients via email, phone and in-person
- Financial Strategy
- Leads complex technical work and strategic financial consulting regarding employee benefit plans
- Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
- Drives local process improvements and supports innovation
- Marketing/RFPs
- Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
- Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
- Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
- Renewals
- Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
- Leads recommendations to client regarding renewal analysis
- Utilizes actuarial models to assess changes to risk and plan structure
- Partnership & Negotiation
- Negotiates with carriers based on client’s targeted goals
- Maintains ongoing relationships with carrier and vendor partners
- Underwriting & Analysis
- Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
- Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
- Develops and communicates self-funded IBNP analysis to client
- Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
- Reporting
- With minimal guidance, analyzes data for inconsistencies and trends
- Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
- Builds and customizes reports to fit client needs
- Presentation
- Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
- Training & Mentorship
- Provides mentorship to analysts and performs technical review of work
- Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
- Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 6+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficiency with MS Office Suites
- Attains Life and Health license & maintains through continuing education requirements
- Limited travel required (less than 25%)
- Understands concepts of underwriting and actuarial computations
- Analyzes and interprets data
- Effectively manages multiple projects while meeting timelines
- Ability to be firm and persuasive when needed, while maintaining good relationships
- Handles confidential information with tact and discretion
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Salesforce Administrator
The Salesforce Administrator is a key role focused on managing . This individual will identify and implement solutions that streamline operations, improve sales engagement, and support scalable growth, strategically advancing our sales capabilities and ensuring we remain at the forefront of innovation and efficiency in our sales practices.
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Owns and administers enterprise Salesforce application with some direction
- Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions
- Provides Tier 1 and 2 Salesforce Application Support including but not limited to: user set up, managing fields and layouts, automation, integration and troubleshooting
- Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales process in conjunction with business partners
- Provides direction to IT Support regarding Salesforce
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5+ years’ experience as a Salesforce Administrator
- Required: Prior experience in defining and documenting business requirements
- Experience with content management and sales tools
- Ability to build internal relationships with producers and sales leaders
- Excellent communication skills
- Strong attention to detail
DESIRED EXPERIENCE AND SKILLS include but are not limited to:
- Bachelor’s degree
- Experience with content management and sales tools, preferably in a financial or insurance organization
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
#LI-AG1
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.
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.
Ready to apply?
Apply to IMA Financial Group
Employee Benefits Financial Strategist
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Interacts professionally and timely with clients via email and phone
- Marketing/RFPs
- Prepares RFPs for all fully insured submissions to market with Account Executive guidance
- Collects and manages proposals
- Updates marketing results into spreadsheets to be reviewed by Account Executive
- Renewals
- Requests renewals for all lines of coverage
- Responsibility to ensure target renewal release dates are met by carriers
- Conducts initial review of all fully insured lines of coverage in preparation for Account Executive review
- Partnership & Negotiation
- Takes direction from Account Executive in all negotiations with carriers
- Builds relationship with carrier and vendor partners
- Reporting
- Manages outsourcing and ensures reporting needs are met
- Updates monthly claims report for clients
- Systems/Technology
- Maintains & utilizes appropriate systems for job functions as determined by department
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Up to 2 years of similar or related experience
- Preferred: college graduate, 2-year degree or equivalent experience
- Required: proficient with MS Office Suites with intermediate skills
- Attains Life and Health license & maintains through continuing education requirements
- Limited travel required (less than 25%)
- Analyzes and interprets data
- Effectively manages multiple projects while meeting timelines
- Handles confidential information with tact and discretion
- Possesses excellent organizational and reasoning skills
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Property & Casualty Commercial Account Manager SkillBridge
What You'll Do
- Retain current clients.
- Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client.
- Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client.
- Manage client service work product ensuring compliance of internal standards and procedures.
- Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed.
- Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly.
- Prepare accurate proposals.
- Place coverage, oversee invoicing, and document to client.
- Assist in account reconciliations, as requested or as needed.
- Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.
- Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.
- Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.
- Prepare various displays or other documentation, as requested by the Account Executive or client.
- Complete projects upon management’s request.
- Work with other Account Team members to ensure client needs are met.
- Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship.
- Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.
- Additional projects as requested by management.
You Should Have
- Basic understanding of insurance or willingness to learn
- Strong written and verbal communication skills.
- Computer literacy and demonstrated ability.
- Math aptitude.
- High school diploma or equivalent
- Working towards industry-approved designation
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.
Ready to apply?
Apply to IMA Financial Group
IT Field Systems Technician I
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Test, diagnose and resolve end user desktop/hardware, operating system, and application problems. This includes identifying and resolving desktop application interdependencies and/or conflicts.
• Setup and maintain user accounts, maintaining computer and hardware inventory, providing meeting room A/V support.
• Act as the single point of contact for end customer issue resolution throughout the lifecycle of an incident. Escalate an incident to IT subject matter experts and track resolution to required service level.
• Configure and deploy end user hardware, including laptops, desktops, telephones, and mobile devices.
• Support the use and functionality of Microsoft Office 365 applications.
• Manage end user support requests as assigned in the Help Desk ticketing system.
• Serve as an escalation point for the IT Helpdesk.
• Assist with support readiness on Technology projects.
• Acquire and develop Subject Matter Expertise in Microsoft Office, workstations, audio/visual technologies, printing and other technologies, as directed by IT Leadership
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 2–3 years of hands-on experience operating within an ITIL-aligned IT service management
- Excellent oral, presentation, analytical and written communication skills
- Exceptional focus on customer service
- Ability to work as a member of a highly collaborative
- Some travel is required
- Associate degree preferred
- 4-5 years’ equivalent work experience in computer technology-related fields, required
- CompTIA A+ Certification or demonstrated equivalent work experience or certification required.
- CompTIA Network+ Certification or demonstrated equivalent work experience or certification preferred.
- 4-5 years’ current Microsoft desktop operating system, mail client and applications experience, required.
- 4-5 years’ experience and demonstrated success in a service desk, or help desk, environment, required.
- 4-5 years’ user account creation and administration experience required.
- 4-5 years’ experience working in service desk roles, required
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.
Ready to apply?
Apply to IMA Financial Group
IT Field Systems Technician I
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Test, diagnose and resolve end user desktop/hardware, operating system, and application problems. This includes identifying and resolving desktop application interdependencies and/or conflicts.
• Setup and maintain user accounts, maintaining computer and hardware inventory, providing meeting room A/V support.
• Act as the single point of contact for end customer issue resolution throughout the lifecycle of an incident. Escalate an incident to IT subject matter experts and track resolution to required service level.
• Configure and deploy end user hardware, including laptops, desktops, telephones, and mobile devices.
• Support the use and functionality of Microsoft Office 365 applications.
• Manage end user support requests as assigned in the Help Desk ticketing system.
• Serve as an escalation point for the IT Helpdesk.
• Assist with support readiness on Technology projects.
• Acquire and develop Subject Matter Expertise in Microsoft Office, workstations, audio/visual technologies, printing and other technologies, as directed by IT Leadership
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 2–3 years of hands-on experience operating within an ITIL-aligned IT service management
- Excellent oral, presentation, analytical and written communication skills
- Exceptional focus on customer service
- Ability to work as a member of a highly collaborative
- Some travel is required
- Associate degree preferred
- 4-5 years’ equivalent work experience in computer technology-related fields, required
- CompTIA A+ Certification or demonstrated equivalent work experience or certification required.
- CompTIA Network+ Certification or demonstrated equivalent work experience or certification preferred.
- 4-5 years’ current Microsoft desktop operating system, mail client and applications experience, required.
- 4-5 years’ experience and demonstrated success in a service desk, or help desk, environment, required.
- 4-5 years’ user account creation and administration experience required.
- 4-5 years’ experience working in service desk roles, required
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.
Ready to apply?
Apply to IMA Financial Group
Senior Client Executive - Employee Benefits
Elevate your career with a standout opportunity on our Atlanta-based Employee Benefits team as a Client Executive. In this highly visible, senior-level role, you will lead complex, strategic partnerships with clients, shaping innovative benefits programs that drive real business impact and enhance the employee experience. You will operate as a true thought leader, leveraging deep market expertise, advanced analytics, and strong industry relationships to deliver forward-thinking solutions.
Surrounded by a collaborative, high-caliber team, you will have the platform to influence outcomes, mentor emerging talent, and play a key role in the continued growth of our benefits practice. If you’re a seasoned professional who thrives on strategy, leadership, and making a measurable difference, this is an exceptional opportunity to take your impact to the next level.
Essential Job Responsibilities include, but are not limited to, the following:
- Supports and demonstrates IMA’s core values
- Client Management
- Leads both long and short-term strategic consultation and planning efforts for client benefit programs.
- Ensures programs and plan design are in alignment with all applicable regulatory requirements.
- Utilize advanced knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team.
- Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting.
- Carrier and Vendor Relationships
- Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance.
- Research current and emerging markets and products, bringing solutions to the table that are aligned with clients stated goals through a commitment to continuous learning.
- Production Partnership
- Co-facilitate finalist and/or prospect meetings as requested.
- Comprehensively develop and deliver prospect requests for proposals (RFPs).
- Ensure scheduled compensation is received and properly executed.
- Internal Resource
- Actively serve as a resource for other agency benefits staff throughout the entire benefits division.
- Lead and participate in special projects and agency-wide committees as requested.
- People Management
- Coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations.
- Participate in the hiring process for direct reports as well as additional department hires as needed.
- Serve as mentor and coach for other client executives and managers as needed.
- Provide feedback to service team members, and their director supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 8+ years of similar or related experience required.
- Deep experience expected with self-funding, stop-loss placement, and other alternate funding strategies.
- Demonstrates advanced business acumen related to strategy execution, interdependencies, and decision consequences.
- Demonstrates positive mindset and ability to optimize performance through collaboration.
- Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness.
- Demonstrates advanced skills with MS Office Suite.
- Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions.
- Ability to attain and maintain Life and Health licensure
- 4-year degree in business or related discipline 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.
#LI-AG1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Account Manager - Advanced Industries Practice
Our Advanced Industries Practice is seeking a Senior Account Manager (Sr. AM) to join our team. The Sr. AM leads complex renewals and day-to-day servicing for a $1.5–$3.0M book (varies by market/complexity) and partners with Account Executives/Producers to deliver a high-quality client experience.
Essential job responsibilities include:
- Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
- Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
- Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
- Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
- Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
- Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
- Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
- Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
- Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.
Required experience and skills include:
- 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
- Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
- Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority.
- Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
- Effective delegation to COE/service partners with consistent quality control and documentation standards.
- Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
- Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
- Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
- Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
- Active state property & casualty insurance license.
- ARM, CPCU, and/or other relevant specialty designations (completed or in progress).
#LI-AG1
The anticipated posting timeline for this opportunity is 04/30/2026-5/30/2026.
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Account Specialist
Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team.
Responsibilities may include but are not limited to:
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
- Interact with clients (written or verbal) regarding special program needs and new assignments.
- Understand and deliver on unique client expectations within book of business.
- Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
- Ability to problem-solve and suggest proactive solutions to AM and AE.
- Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
- Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
- Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
- Controls industry specific reporting (well reporting, builder's risk, etc.)
- Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
- Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
- Ability to work independently, lead project special assignments.
- Supports as needed in special client projects
Required Experience and Skills may include but are not limited to:
- Applicable experience required with specialty experience preferred
- Attention to detail & ability to work within AMS and maintain data completeness standards
- Achieved general insurance designation. Pursuing other insurance designation - preferred
- Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
- Limited travel required (less than 10%)
Competencies & Traits
- Strong Insurance knowledge and/or client specialty knowledge
- Financial Acumen
- Agility/Flexibility
- Interpersonal Skills
- Problem Solving
- Communicating
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Certificate Technician
At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
- Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
- Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
- Gradually builds the skills to process certificates with increasing independence over time
- Assists with special projects and reports as requested
- Assists with renewal processes, as requested
- Maintains accurate account documentation in EPIC, with training and support
- Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
- Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards
REQUIRED EXPERIENCE & SKILLS include but are not limited to:
- No prior insurance experience required; training will be provided
- Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required
- 2‑year college degree preferred
- Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
- Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
- Ability to work collaboratively as part of a team
- Strong attention to detail and willingness to learn
- Clear written and verbal communication skills
- Problem solving and critical thinking skills
#LI-AG1
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.
The anticipated posting timeline for this opportunity is 4/28/2026-5/28/2026.
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.
Ready to apply?
Apply to IMA Financial Group
Account Specialist - National Real Estate
IMA's National Real Estate group is seeking an Account Specialist to join our growing team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.
Responsibilities include, but are not limited to:
- Interact with clients regarding special program needs and new assignments
- Understand and deliver on unique client expectations within book of business
- Temporarily back up Account Manager as needed
- Problem-solve and suggest proactive solutions to Account Manager and Account Executive
- Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation
- Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property
- Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
- Control industry specific reporting (well reporting, builder's risk, etc.)
- Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc.
- Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested
- Support as needed in special client projects
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Required skills and experiences:
- 3+ years of applicable experience required
- Achieved general insurance designation. Pursuing other insurance designation - preferred
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
- Limited travel required (less than 10%)
The anticipated timeline of this posting is 04/27/2026-05/27/2026.
#LI-AG1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Commercial Account Manager
What You'll Do
- Retain current clients.
- Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client.
- Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client.
- Manage client service work product ensuring compliance of internal standards and procedures.
- Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed.
- Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly.
- Prepare accurate proposals.
- Place coverage, oversee invoicing, and document to client.
- Assist in account reconciliations, as requested or as needed.
- Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.
- Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.
- Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.
- Prepare various displays or other documentation, as requested by the Account Executive or client.
- Adhere to all IMA policies and procedures including active participation in IMA’s commitment to quality management and control.
- Complete projects upon management’s request.
- Work with other Account Team members to ensure client needs are met.
- Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship.
- Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.
- Assist Account Executives and Producers with Policy Onboarding, Review and oversee the Broker of Record Process.
- Additional projects as requested by management.
You Should Have
- Strong written and verbal communication skills.
- Computer literacy and demonstrated ability.
- Math aptitude.
- State of residency Producer’s license
- High school diploma or equivalent
- Minimum 3 years insurance experience
- Working towards industry-approved designation
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Commercial Client Advisor (Small Business)
ESSENTIAL JOB RESPONSIBILITIES: to be completed with moderate to limited supervision and guidance include, but are not limited to:
- Supports and demonstrates IMA Select’s core values.
- Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
- Responsible for daily account servicing and client advisement needs including but not limited to: handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
- Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
- Interact professionally and timely with clients via email, phone, and in-person
- Develop remarketing strategy in accordance with client servicing standards and market changes.
- Responsible for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
- Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations.
- Participate in cross-selling new lines of coverage or services on existing accounts.
- Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
- Attend education classes in combination with individual study programs to expand technical coverage knowledge.
REQUIRED EXPERIENCE AND SKILLS:
- Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
- Ability to work independently regarding matters of significance
- Ability to manage more complex accounts
- Ability to analyze insurance quotes and make recommendations
- Knowledge of policy forms and endorsements
- Excellent written and oral communication and interpersonal skills
- Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
- Strong computer proficiency including Microsoft Office products
- Minimum 2 years of similar or related experience
- Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license
#LI-JS1
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Account Manager (Commercial Lines)
We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Dallas! This person will serve as the day-to-day contact for all client requests within an Energy book of business with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements.
What You'll Do
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Partners with AE on client interactions, negotiations, technical analysis, and program design
- Supports AE with new client onboarding
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
You Should Have
- Experience with a diversified client book of business preferred
- Ability to work within AMS and maintain data completeness standards
- Strong organizational skills
- Ability to work independently
- Ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Holds or is pursuing general insurance designation (preferred)
- Some travel required (depending on book of business & industry)
- Strong communication skills both written and verbal
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Account Executive
Account Executives at IMA are the strategic leads for both middle market and large/complex accounts. We are currently looking to add an additional Account Executive to support new business in our real estate and hospitality vertical.
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Supports in winning new business and set up of new accounts
- Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents
- Prepares for and facilitates meetings with key IMA stakeholders and clients
- Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
- Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develops & maintains carrier relationships
- Manages a book of business with $1 Million - $1.3 Million in revenue
- Plays a lead role on three or more large/complex client accounts
Required Experience and Skills include but are not limited to:
- At least 5-7 years experience in insurance or related industry based on the assigned book of business
- Ability to think strategically based on client’s priorities and marketplace cycle
- Strong communication skills both written and verbal
- Experience leading and developing people
- Ability to delegate and hold team & partners accountable
- Experience working within Applied Epic preferred
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Travel required per the needs of the business
- Maintains increased technical knowledge both insurance industry and book of client’s industry
- Holds at least one general insurance designation
- Pursuing formal specialty designation (ARM, CPCU, Industry specific designation) preferred
- Autonomously responsible for all final aspects of assigned book of business
#LI-RH1
The anticipated posting timeline for this opportunity is 05/07/2025 -06/06/2025.
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.
Ready to apply?
Apply to IMA Financial Group
Compliance National Practice Lead - Employee Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Develops pathways to effectively monitor and analyze State & Federal regulations impacting employee benefits. Creates summary communications of regulatory actions to provide internal and external customer education and serves as a liaison with external employee benefit legal resources to secure opinions and clarifications of regulatory guidance as needed.
- Leads the development of technical tools, visual aids, and recorded presentations to assist Benefit service teams and clients with benefit compliance needs. Creates tools and aids focused on precise and effective methods, facilitating efficient communications and practical application for regulatory compliance. Primary oversight of internal compliance resource systems accessed by Benefit service teams
- Monitors, researches, and responds to internal and external customer compliance inquiries
- Assists in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team and serve as a liaison with IMA marketing and legal team
- Provides new benefit associate and ongoing benefit service team training for compliance related topics. Provides training support in partnership with employee benefits operations team for service team training related to workflows and processes to ensure achievement of quality standards, which may include travel throughout the year to other markets
- Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services. Attends national events as appropriate.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5-10 years of similar experience
- Four-year college degree or equivalent work experience
- Ability to perform well under pressure, on multiple work streams, and with tight deadlines
- Strong attention to detail
- Advanced Excel and PowerPoint skills
- Strong written and verbal communications
#LI-JS1
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Senior Benefits Analyst
IMA Boston is an employee benefits broker located in Newton, MA. The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or other areas within the organization. This role partners closely with the Employee Benefits Consulting Team to support the full client lifecycle, including onboarding, renewals, communications, and ongoing client service.
What You'll Do
Communications & Open Enrollment
- Lead development and execution of open enrollment and year-round benefits communications
- Ensure accuracy and consistency of all benefit materials in partnership with marketing
- Coordinate and support open enrollment meetings, including carrier engagement and logistics
Client Implementation & Data Management
- Oversee onboarding of new clients and implementation of benefit plans and programs
- Maintain accurate client records and systems, including benchmarking and internal platforms
- Support client education through implementation meetings and materials
Client Service & Consulting Support
- Partner with consulting team to develop client deliverables (renewals, claims reviews, mid-year updates)
- Review and validate carrier materials to ensure accuracy prior to client distribution
- Serve as a point of contact for client inquiries, including claims and billing issues
Analysis, Processing & Compliance
- Prepare and analyze marketing results; identify discrepancies and plan design changes
- Support compliance efforts, including review of Summary Plan Descriptions and Schedule A's for 5500 filing
What You Need to Succeed
• Interest in employee benefits.
• Attention to detail.
• Effectively manages multiple projects while meeting deadlines.
• Excellent organizational and follow-up skills.
• Excellent customer service skills.
• Personable, highly motivated and goal oriented.
• Team oriented, but capable of working autonomously
• Handle confidential information with tact and discretion.
• Proficient with MS Office Suites with intermediate skills required, advanced Powerpoint and Excel preferred.
• Excellent AI skills
• MA Health & Accident license preferred. If unlicensed, license must be obtained within 90 days of hire.
Experience
• 2-5 years of industry experience
Education
• Bachelor’s degree preferred.
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.
Ready to apply?
Apply to IMA Financial Group
Global Risk Account Coordinator - Employee Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
- Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
- Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
- Assists with scheduling and logistics for training opportunities for all market offices
- Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
- Assists with communicating binding instructions for international EB and P&C programs
- Responsibility for EPIC account review and data entry for accounts
- Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
- Responsibility for policy and information entry of reverse flow accounts for partner data systems
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Required: strong project management skills
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
- Limited travel required (less than 10%)
- Associate’s or Bachelor’s degree preferred or equivalent experience
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Account Executive, Private Equity and M&A
We are seeking a Project Manager to join our Private Equity and M&A team! A focal point of the IMA Next growth strategy is the creation and development of industry vertical and product specialty practice areas. Within the Private Equity and M&A specialty practice, IMA will align the IMA resources needed to deliver superior services tailored to meet the specific needs of private equity investors and corporate clients contemplating a merger or acquisition. This role leads the due diligence process from initial engagement through deal close, working with various departments across the IMA enterprise to complete and deliver the diligence report.
Responsibilities include, but are not limited to:
- Support and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Independently access and analyze due diligence data site content: review, download, and organize due diligence matters; and distribute relevant information to internal teams and industry specialists for comprehensive analysis.
- Participate in client presentations and fund stewardship reports with minimal oversight.
- Maintain consistent, high-quality client services according to set expectations.
- With minimal oversight, conduct an overall evaluation of target company’s existing and historical insurance programs to determine adequacy of coverage and identify potential post-close needs.
- With minimal oversight, collaborate with product line specialists to assess transaction-specific exposures, analyze coverage, conduct actuarial assessments of self-funded costs, identify potential uninsured risks.
- Estimate pricing for recommended, transaction-specific, and post-close coverages.
- Evaluate and project estimated annual cost of risk for target-company’s insurance program.
- Work with IMA client advantage partners to identify insurance-related considerations (e.g. Claims, Risk Control, Legal).
- Ensure a smooth and thorough handoff to the IMA service team post-transaction.
Required skills and experiences:
- 5-7 years of professional insurance experience preferred.
- Property & Casualty (P&C) license (must be obtained within the first 3 months of hire).
- Basic understanding of the P&C insurance due diligence process.
- Foundational knowledge of the private equity sector and corporate acquisitions.
- Ability to assess the financial impact of P&C insurance in acquisition scenarios.
- Flexibility and responsiveness to meet the fact-paced demands of the private equity space.
- Some experience working with C-suite executives.
- Strong technical skills to support client service and deliverables.
- Proven ability to build and maintain strong relationships with clients, carriers, and partners.
- Bachelor’s degree required, advanced degree a plus.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Client Executive, Energy
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Interacts professionally and timely with clients via email, phone, and in-person
- Maintains a proactive approach focusing on claim strategies and resolutions
- Advocates for the timely, optimal resolution of claim matters for our clients
- Communicates pertinent claim information timely to internal and external clients
- Maintains strong relationships with internal and external clients
- Subject matter knowledge and expertise associated with the Energy industry (e.g. Oil & Gas, Renewables, Power Generation).
- Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc.
- Develops strong working knowledge of IMA computer systems/programs
- Assists Claim Manager with claim staff onboarding, training and development
- Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc.
- Leads and contributes to Claim Projects, and other tasks as assigned
- Attends insurance related seminars including but not limited to continuing education classes
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 10 + years of prior Claims experience within Energy business
- Bachelor’s degree or work experience equivalent to a college degree
- System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred
- Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)
- Exceptional technical skill and knowledge of coverage and claims handling
- Moderate travel required (25-50%)
- Excellent communication and negotiation skills
- Strong mathematical and reasoning skills required
- Ability to discuss and solve claim problems with clients and insurance carriers.
COMPETENCIES & TRAITS:
- Building relationships
- Self- Direction
- Manage Client Relationships
- Problem Solving
- Communicating
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Senior Benefits Consultant
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Client Management
- Leads both long- and short-term strategic consultation and planning efforts for client benefit program
- Ensures programs and plan design are in alignment with all applicable regulatory requirements
- Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
- Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
- Carrier and Vendor Relationships
- Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
- Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
- Production Partnership
- Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
- Develops and submits technical responses to prospect requests for proposals (RFPs).
- Ensures compensation received is accurate and properly executed
- Internal Resource
- Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
- Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
- People Management
- Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
- Participates in the hiring process for direct reports as well as additional department hires as needed
- Serves as a mentor and coach for account executives as needed
- Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5+ years of similar or related experience required
- Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
- Demonstrates positive mindset and ability to optimize performance through collaboration
- Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
- Demonstrates advanced skills with MS Office Suite
- Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
- Attains and maintains Life and Health licensure
- 4-year degree in business or related discipline preferred
COMPETENCIES & TRAITS:
- Building relationships
- Self-Direction
- Manage Client Relationships
- Interpersonal skills
- Problem Solving
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.
#LI-AG1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Benefits Coordinator
Position Summary:
The Employee Benefits Senior Benefits Associate provides essential in-house support to Client Management teams by handling internal service requests related to employee benefits. This entry-level role is ideal for someone who is detail-oriented, organized, and eager to grow within the employee benefits industry. The Benefits Associate works under the guidance of the Employee Benefits Support Supervisor, cross-collaborates with the Client Management team, and contributes to the overall efficiency and quality of service delivery.
Essential Duties and Responsibilities:
- Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion.
- Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries.
- Create, update, and format client-facing communication materials, including benefit guides, strategic presentations, and compliance documents.
- Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures).
- Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies.
- Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials.
- Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials.
- Compile benchmarking data to support client benefit comparisons and strategic planning.
- Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet.
- Conduct peer reviews of client materials to ensure accuracy and consistency.
- Generate and maintain internal reports to track client activity, service requests, and project timelines.
- Handle routine inquiries and internal communications professionally and efficiently.
- Support special projects and ad hoc assignments as needed.
- Collaborate with internal departments and external partners to resolve issues and improve workflows.
- Participate in training sessions and team meetings to enhance knowledge and contribute to team development.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
What We're Looking For:
- A high school diploma or equivalent is required; an associate or bachelor’s degree is preferred but not required.
- Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders.
- Strong analytical skills with the ability to interpret data, identify trends, and support problem-solving efforts.
- Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
- Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast-paced environment.
- Dependable, self-motivated, and eager to learn and grow within the employee benefits and insurance industry.
- A collaborative mindset and a respectful, team-oriented approach to work.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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.
Ready to apply?
Apply to IMA Financial Group
Senior Account Manager Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Client service
- Maintains regular, professional contact to create and foster relationships with client representatives
- Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
- Answers questions related to benefits program
- Conducts reviews and works to provide guidance on compliance related matters
Client meetings
- Assists in and prepares materials and collateral for meetings and discussions
- Actively participates in discussions
- Records and reports meeting discussion and action items
- Carrier and vendor management
- Oversees new vendor/carrier implementations
- Reviews carrier, vendor, and plan documents and contracts
- Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Communication and education
- Works with clients to develop short and long-term employee communication objectives
- Creates member facing collateral pieces to promote and clarify benefit program features
- Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
- Uses regular interactions to update clients on carrier and vendor partner features and services
Internal partnerships
- Actively participates and contributes to client service team operations
- Effectively communicates client updates to appropriate team members
- Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 4 or more years of relevant experience
- Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
- Ability to learn and work in agency/client management systems and other related software and technology platforms
- Ability to work independently
- Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
- Demonstrates critical thinking and problem solving
- Ability to present information in a group setting (in person and virtually)
- Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
- Possesses high degree of diplomacy and tact while maintaining confidentially
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Senior Account Manager Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Client service
- Maintains regular, professional contact to create and foster relationships with client representatives
- Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
- Answers questions related to benefits program
- Conducts reviews and works to provide guidance on compliance related matters
Client meetings
- Assists in and prepares materials and collateral for meetings and discussions
- Actively participates in discussions
- Records and reports meeting discussion and action items
- Carrier and vendor management
- Oversees new vendor/carrier implementations
- Reviews carrier, vendor, and plan documents and contracts
- Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Communication and education
- Works with clients to develop short and long-term employee communication objectives
- Creates member facing collateral pieces to promote and clarify benefit program features
- Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
- Uses regular interactions to update clients on carrier and vendor partner features and services
Internal partnerships
- Actively participates and contributes to client service team operations
- Effectively communicates client updates to appropriate team members
- Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 4 or more years of relevant experience
- Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
- Ability to learn and work in agency/client management systems and other related software and technology platforms
- Ability to work independently
- Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
- Demonstrates critical thinking and problem solving
- Ability to present information in a group setting (in person and virtually)
- Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
- Possesses high degree of diplomacy and tact while maintaining confidentially
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Commercial Associate Account Manager II
What You'll Do:
- Manage database including policy information and specification information
- Order, check, and process endorsements and audit
- Preparation of renewal information for renewal marketing
- Policy checking
- Premium Loss Resume Creation
- Request premium finance quotes from the Accounting department and premium allocation as needed
- Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations
- Special projects as requested including but not limited to: Contract review, quote review, proposal review and updates
You Should Have:
- Basic understanding of insurance
- Strong written and verbal communication skills
- Computer literacy and demonstrated ability
- Math aptitude
- State of residency Producer's License – can work toward this at hiring time
- High school diploma or equivalent
- Minimum one (1) years insurance experience – we are open to someone without experience
- Working towards industry-approved designation – we will want this to start in the first year of employment
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Account Executive - National Real Estate
IMA is seeking an Account Executive to join our growing National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.
Responsibilities for this role include, but are not limited to:
- Support in winning new business and set up of new accounts
- Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
- Prepare for and facilitate meetings with key IMA stakeholders and clients
- Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
- Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develop and maintain carrier relationships
- Manage a book of business greater than $1.3 million in revenue
- 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels
- 10% + of time is spent supporting producers in winning new business
- Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy
- Structure a strong, long-term partnership with assigned clients
- Offer client and internal team management and coaching as appropriate
- Work closely with internal ancillary teams to ensure client and company success
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Required skills and experiences:
- Experience in insurance or related industry based on the assigned book of business required
- Ability to think strategically based on client’s priorities and marketplace cycle
- Strong written and verbal communication skills
- Ability to delegate and hold team and partners accountable
- Experience working within Applied Epic preferred
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Travel up 20-25% of the time, depending on the location of the role
- Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
- Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)
- Attain and maintain professional designation or license – Property & Casualty insurance license, within the first 30-90 days of hire
- Holds formal specialty designation preferred (ARM, CPCU, Industry specific designation, etc.)
#LI-AG1
The anticipated posting timeline for this opportunity is 04/3/2026-5/3/2026.
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.
Ready to apply?
Apply to IMA Financial Group
Client Manager
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Essential job responsibility examples
- Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person.
- Ability to perform functions of the role within an IMA office.
- Monitor and prioritize workload, taking into consideration deadlines and special instructions with strong attention to detail.
- Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence.
- Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, and Renewal Applications and Audits
- Special projects as assigned.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Up to two years of similar or related experience preferred
- Strong computer proficiency required.
- Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
- Experience with Epic preferred
- Attain and maintain professional designation or license
- Limited travel required (less than 25%)
- High School Diploma required
- Bachelor’s Degree preferred or equivalent experience
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
Ready to apply?
Apply to IMA Financial Group
Commercial Lines Account Manager
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Partners with AE on client interactions, negotiations, technical analysis, and program design
- Acts as a floater and shared resource for the Commercial Lines team by providing coverage support during onboarding, staffing transitions, peak renewal periods, and planned or unplanned absences.
- Supports new client onboarding across the team, including, managing the BOR process with coordination with the sales team, gathering exposure information, applications, coordinating with internal/external partners, and ensuring smooth handoff into ongoing service team.
- Anticipates issues or coverage needs through proactive client, carrier, and industry monitoring, escalating concerns as appropriate
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
Required Experience and Skills include but are not limited to:
- Ability to work within AMS and maintain data completeness standards
- Strong organizational skills
- Ability to work independently
- Ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Holds or is pursuing general insurance designation (preferred)
- Some travel required (up to 20% depending on book of business & industry)
- Strong communication skills both written and verbal
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Commercial Lines Leader
Essential Job Responsibilities Include But Are Not Limited To:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
- Manages, leads, and develops direct reports, from entry level to Senior Account Executives, and has ultimate responsibility of service teams within the department
- Performs functions of the role within an IMA office more than 75% of the time
Monitors and Coordinates:
- Training and development of all service team members
- Assigns new accounts and transfers of accounts among staff to maintain workable workloads
- Ensures quality control standards of the team are continually maintained
- Leads new and renewal insurance company marketing process
- Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
- Collaborates with Industry Practice Leads to support practice strategies
- With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
- In conjunction with producers, develops a service plan tailored to clients needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
- Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of clients program design based on their business needs and risk tolerance
- Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
- Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
- Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
- Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
- Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
- Actively supports the department by participating in completion of all duties required to complete a project and service a client
- Serves as a leadership champion of organizational initiatives
- Communicates with market president regarding department strategies, needs, and performance
Connecticut Role Specific Required Experience and Skills Include But Are Not Limited To:
- Extensive experience marketing and servicing mid-to-large clients in the construction vertical. Working knowledge of the real estate, hospitality and non-profit industries also preferred.
- Adept insurance practitioner with ability to both be the lead AE to manage a moderate sized book of business as well as be the senior technical advisor on placement and coverage to support the AE and producer on the department’s largest accounts while also managing the department. Equal ability in property/builder’s risk and primary and excess casualty are preferred. A working knowledge of surety, management liability, pollution and professional coverages will be considered a plus.
- Demonstrated capabilities to contribute to the P&C sales process by being a key technical contributor with the ability to discuss the client-industry and insurance influencing issues to prospective customers in support of the producers
- Proficiency in managing the expense side of the P&L through an ability to optimize organizational structure and role clarity within a commercial lines business
Overall IMA required experience and skills Include But Are Not Limited To:
- At least 10 years of similar or related industry experience preferred
- 5-10 years of management/leadership experience preferred
- Ability to learn and navigate within Agency Management System (EPIC)
- Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
- Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
- Property and Casualty insurance license required for state of business
- Moderate travel required (25-50%)
- Bachelor’s degree preferred or equivalent experience
- Strong written, oral and communication skills
- Possesses a significant level of trust and diplomacy
- Ability to influence those not reporting directly to you
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.
Ready to apply?
Apply to IMA Financial Group
Global Risk Account Executive - Employee Benefits
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Responsibility for design and implementation of International Programs and CMPs
- Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
- Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
- Responsibility for completing the Global Risk Insurance Manuals on specified accounts
- Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
- Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
- Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
- Responds to and finalizes RFP requests
- Researches and understands international industry trends, product development, and government regulations globally
- Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5 to 10 years of similar or related experience
- Bachelor’s degree preferred or equivalent experience
- Attains and/or maintains professional designation or license: CIC and/or CPCU required
- Preferred: intermediate EPIC Applied Systems experience
- Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
- Moderate travel required (25-50%)
- Required: strong written and oral communication skills
- Required: strong analytical and insurance interpretation skills
COMPETENCIES & TRAITS:
- Business Acumen
- Professionalism
- Building relationships
- Problem Solving
- Communicating
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
Associate
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Interact professionally and timely with clients via email, phone, and in-person
- Perform detailed testing to analyze and validate information
- Create clear and concise documentation of testing results and exceptions
- Apply business, accounting, finance and analytical acumen to various client situations and practice disciplines including, but not limited to conduct due diligence on balance sheet and profit and loss statement items, select representative samples from data populations for detailed testing, prepare receivable/payable aging and roll-forwards from data provided, and financial modeling
- Prepare draft written analyses, presentations, quantitative exhibits, and other reports for third parties
- Create work products that are flexible, understandable, and usable by others
- Maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues
- In-depth knowledge of all products and services provided by IMA Diligence Services
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Two to four years of public accounting or related transactional experience
- Excellent interpersonal, organizational, oral, and written communication skills
- Strong ability to maintain project deadlines and focus
- High attention to detail
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams)
- Professional designation or license – Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE)
- Moderate travel (25-50%)
- Bachelor’s degree in finance and/or accounting
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.
Ready to apply?
Apply to IMA Financial Group
Senior Account Manager (Commercial)
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.)
- Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE
- Supports in winning new business & supports AE with new client onboarding
- Demonstrates ability to anticipate client problems and provide solutions proactively
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies
- As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance
Required Experience and Skills include but are not limited to:
- 5+ yrs. applicable insurance experience with specialty experience preferred
- Ability to work within AMS and maintain data completeness standards
- Possesses strong organizational skills
- Ability to work independently, and lead special project assignments
- Demonstrates ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred
- Some travel required (up to 30% depending on book of business & industry)
- Strong communication skills both written and verbal
#LI-JS1
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.
Ready to apply?
Apply to IMA Financial Group
ERS Sr. Broker
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
- preparation of submissions
- market searches
- presentations to underwriters
- communications to service team members including AE/Producers
- analysis of contracts and financial statements as necessary
- preparation of proposals
- Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
- Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
- Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
- Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
- Claims advocacy as needed on non-complex claims
- Reads and understands the basic components of a financial statement
- Reads, understands, and articulates the details of an organizational chart
- Knowledge of the ERS workflows and responsibilities
- Maintains EPIC integrity of data in accordance with workflow
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 4 to 7 years of experience in Executive Risk or Management Liability preferred
- Bachelor’s degree preferred or equivalent experience
- Technical education development (Management Liability Specific classes, designations, etc.)
- Intermediate Microsoft Office skills required
- Property & Casualty License required
- Written and verbal communication competencies required
- Critical:
- Tracks all tasks to applicable deadlines
- Handles high volume demands accurately with little lead time
- Responds timely and accurately
#LI-JS1
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.
The anticipated posting timeline for this opportunity is 2/13/2026-3/13/2026.
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.
Ready to apply?
Apply to IMA Financial Group
Emerging Commercial Producer
What You'll Do
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals
- Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
- Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
- Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
- Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
- Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
- Proactively identifies and coordinates cross selling opportunities with other sales units at IMA
- Enters and maintains all required information in Salesforce CRM
- In partnership with an Account Servicing team, maintains client contacts to assure account retention
You Should Have
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 4 or more years of sales experience preferred
- Bachelor’s degree preferred
- Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
- Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
- Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
- Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
- Good written and verbal communication skills
- Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
- Willingness to come into an IMA office 2-3 x per week
COMPETENCIES & TRAITS:
- Business Acumen
- Self- Direction
- Agility
- Professionalism
- Relationship building
- Time Management
- Manage Client Relationships
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We will be accepting applications until 4/13/26
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.
Ready to apply?
Apply to IMA Financial Group