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IMA Financial Group

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Private Client Claim Manager

IMA Financial Group

Dallas, TX; Overland Par... Claims 3d ago

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Private Client Claim Manager

IMA Financial Group · Dallas, TX; Overland Park, KS; Wichita, KS

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Claims Wichita Dallas-Fort Worth Kansas City Posted May 6, 2026

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Collaborates effectively with service teams to develop and maintain Claim service standards for clients
Maintains a proactive approach focusing on claim resolutions and strategies for assigned matters
Advocates for the timely, optimal resolution of claim matters for our clients
Communicates pertinent claim information timely to internal and external clients
Maintains strong relationships with internal and external clients
Subject matter expertise in Personal lines of coverage (e.g. Personal Auto, Homeowners)
Communicates effectively with other departments and peers to support initiatives across the enterprise
Provides direction and oversight to Claim Advocates in the management and advocacy of claims on behalf of clients
Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
Encourages development opportunities for staff by setting performance goals that align with organizational goals and providing performance feedback
Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
Leads and contributes to Claim Projects, and other tasks as assigned
Demonstrates superior technical insurance and business acumen
Demonstrates exceptional leadership characteristics
Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

5-10 years of prior Personal Lines Claim experience
3+ years of prior supervisory or leadership experience
Bachelor’s degree or work experience equivalent to a college degree
Systems skills – Applied Epic, Carrier websites
Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
Exceptional technical skill and knowledge of coverage and claims handling
Excellent communication and negotiation skills
Required: strong mathematical and reasoning skills
Ability to discuss and solve claim problems with clients and insurance carriers

#LI-JS1

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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