IMA Financial Group
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Account Specialist
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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
Property & Casualty Commercial Account Manager SkillBridge
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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
Senior Account Manager - Advanced Industries Practice
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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
Share this job
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
Account Specialist - National Real Estate
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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
Share this job
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)
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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)
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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
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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
Account Executive, Private Equity and M&A
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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
Account Executive - National Real Estate
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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
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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
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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
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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
Senior Account Manager (Commercial)
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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
Account Technician
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ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
- Essential job responsibilities:
- Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
- Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
- Learns and supports the Account Service Cycle
- Assists Account Managers in addressing client needs
- Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Up to six months of similar or related experience preferred
- Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
- Basic understanding of insurance preferred, experience with Epic a plus
- Attains and maintains 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.
#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
Client Services Manager - Commercial Lines
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POSITION SUMMARY:
The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.
JOB DUTIES:
- Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
- Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
- Manage a Book of Business.
- Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
- Assist Producer in servicing and remarketing existing accounts for commercial lines.
- Keep producer informed regarding client issues.
- Visit clients outside the office with the producer if needed.
- Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.
- Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
- Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
- Develop and maintain professional relationships with company representatives and underwriters.
- Cross-sell and round out existing accounts within assigned Book of Business.
- Determine premiums, prepare proposals for clients.
- Prepare coverage comparisons as needed.
- Issue binders, extensions and certificates as needed with assistance from CSR.
- Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
- Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
- Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
- Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
- Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
- Search company records to obtain information requested by customer.
- Analyze policy transactions and correct company records to adjust errors.
- Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
- Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.
- Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
- Actively pursue referral opportunities to other departments.
This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
REQUIRED QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The 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.
- Florida 2-20 License Required
- Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.
- Experience working with multiple insurance carriers and varied policy forms and coverages.
- Knowledge of Applied "EPIC" Agency Management System beneficial
- Proficient with Microsoft Word & Excel
- Strong written & oral communication skills
- Organizational & time management skills
- Dependable and Team Player
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 to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally 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.
#LI-RH1
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
Share this job
Essential Job Responsibilities:
- Supports and demonstrates IMA’s core values
- Maintains overall responsibility of the entire renewal with the Producer (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 $900k - 2 Million in revenue
- Plays a lead role on three or more large/complex client accounts
Required Experience and Skills:
- 7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role
- Expertise in construction, real estate, and health services verticals preferred
- 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 may be required when necessary
- Maintains increased technical knowledge both insurance industry and book of client’s industry
- Holds at least one general insurance designation
#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
Client Associate
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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 six months 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
National Healthcare Practice Director
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The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.
Essential Responsibilities:
Growth, Production & Market Impact
- Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
- Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
- Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
- Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
- Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.
Healthcare Specialty Strategy & National Alignment
- Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
- Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
- Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
- Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.
Carrier and Market Relationships
- Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
- Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
- Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
- Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.
Talent Development & Team Leadership
- Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
- Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
- Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
- Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.
Collaboration & Internal Integration
- Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
- Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
- Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
- Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
- Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.
Required Experience & Skills
- Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
- Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
- Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
- Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
- Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.
#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
Producer
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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 commercial accounts which meet IMA criteria
- Identifies a target industry and/or market segment to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations, industry trends, and upcoming developments in commercial insurance impacting target clients
- Conducts needs review during initial and subsequent qualifying interviews with prospects
- Identifies and engages as appropriate internal resources for prospects qualified through needs review, coordinates resources, and leads strategy meetings to determine the best approach for new account acquisition
- Takes full ownership of the execution of the final proposal presentation, including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort, and closing the sale
- 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:
- 5+ years of direct business to business selling highly preferred
- Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
- Experience in Commercial Insurance preferred but not required, with preference given to expertise in both Commercial Property & Casualty and Group Benefits experience
- Bachelor’s degree preferred
- Must either currently hold, or within 90 days of hire attain, Property & Casualty, and Life & Health licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
- Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude 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
Account Executive - Commercial Lines
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POSITION SUMMARY:
The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client Assist with both new client presentations and renewals by performing the following duties:
JOB DUTIES:
- General Duties
- Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
- Accept coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.
- Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.
- Assist in the resolution of claims issues with carriers.
- Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system.
- When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.
- Assist CSMs with technical coverage and contract reviews.
- Renewal Clients
- Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.
- Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.
- Lead the Renewal Timeline process, including:
- Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
- Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace.
- Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
- Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
- Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients.
- Coordinate client renewals and provide other services as required so that producer can maximize time for new business production.
- New Business
- Provide analysis assistance to producer for new prospects related to W3 Advantage Services.
- Assist the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
- Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
- Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
- Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client.
- Actively pursue referral opportunities to other departments.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
- Be familiar with and follow Agency guidelines, policies and procedures.
- Other duties may be assigned, based on Agency needs.
This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
REQUIRED EDUCATION & QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The 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.
- A Bachelor’s degree; 3 to 5 years of related experience and/or training, or equivalent combination of education and experience.
- Working knowledge of Microsoft Word & Excel.
- Florida 220 Property & Casualty license.
- Insurance designation equivalent to AAI or CIC, preferred.
- Experience with Epic software, preferred
#LI-RH1
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
Surety Account Manager
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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
- Reviewing and approving all new and renewal bond requests, consents, riders, etc.
- Accurate and consistent contract and job specification review
- Reviewing and execution of bonds subsequent to bonds being prepared by SAR
- Back up SAR when additional support and document preparation is needed
- Preparing surety indemnity agreements and applications
- Preparing surety reference letters for clients and report to A/E and surety, with guidance and approval obtained for all larger and complicated project letters by A/E and Surety
- Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
- Responsibility for following up on contracts, financial statements, bank information, work in progress schedules and other pertinent underwriting information, with moderate guidance
- Works with AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
- Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis
- Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures
- Actively supports the team by participating in the completion of all duties required to complete a project and service an account
- Performs functions of the role within an IMA office 75% of the time
You Should Have
- 2-3 years of similar or related surety experience
- A two-year college or bachelor’s degree preferred
- Current Resident State (and possibly non-resident) Property and Casualty Insurance license required, as well as completion of all mandatory CE requirements
- Required: detail oriented with strong priority management skills
- Required: strong communication skills (including courtesy, tact and diplomacy) with external and internal clients, surety companies and the team
- Required: experience with problem solving and ability to perform intermediate level mathematics
- Proficiency with MS Office products (Outlook, Word and Excel), as well as SuretyWave, ImageRight, EPIC and FoxIt
- Participation in surety-related association activities and education opportunities preferred
- Attain and maintain professional designation – AFSB preferred
- Limited travel required (less than 25%)
#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 Account Executive
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Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Food & Manufacturing Group is currently seeking a passionate insurance professional to join our Washington P&C team.
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
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, 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
- Spends 5-10% of time supporting producers in winning new business
You Should Have
- 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 (up to 40% based on client book of 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
- Active growth in client & team management capabilities with mentorship from Level 3 Account Executive
- Autonomously responsible for all final aspects of assigned book of business
- Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle
#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
Client Services Representative - Commercial Lines
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POSITION SUMMARY:
The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.
JOB DUTIES: Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
- Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
- Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
- Process incoming mail in your electronic inbox.
- Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
- Process endorsement requests and endorsements and send follow up requests to carriers.
- Input transactions in billing system to generate invoices.
- Process confirmed cancellations and audits as well as reinstatements.
- Input and update Acord applications in system as directed.
- Assist with policy rating and process changes on carrier websites.
- Retrieve and process documents from carrier websites.
- Check carrier communication logs and process as needed.
- Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
- Prepare policy books for large clients.
- Handle routine correspondence between carriers, agency, and insureds.
- Input and follow up on system activities as directed.
- Assist with data entry projects.
- Provide customers service to clients as directed and fill-in for Client Service Manager as needed.
- Seek advice from Client Service Manager when problems arise on accounts.
- Perform special projects at the Client Service Manager's request.
- Be available to assist services department with phones and mail if needed.
- Assist in the training and growth of newer and less experienced team members.
- Actively pursue referral opportunities to other departments.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
- Be familiar with and follow Agency guidelines, policies and procedures.
This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
REQUIRED QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The 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.
- Florida 4-40 or 2-20 License Required
- High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
- Experience dealing with multiple insurance carriers
- Knowledge of Applied "EPIC" Agency Management System beneficial
- Proficient with Microsoft Word & Excel
- Strong written & oral communication skills
- Organizational & time management skills
- Dependable
- Team Player
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 and fingers. The employee is frequently required to stand and walk. The employee is occasionally 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.
#LI-RH1
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