IMA Financial Group
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Senior Client Manager (Employee Benefits)
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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
Client service
- Maintains regular, professional contact to create and foster relationships with client representatives
- Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
- Answers questions related to benefits program
- Conducts reviews and works to provide guidance on compliance related matters
Client meetings
- Assists in and prepares materials and collateral for meetings and discussions
- Actively participates in discussions
- Records and reports meeting discussion and action items
- Carrier and vendor management
- Oversees new vendor/carrier implementations
- Reviews carrier, vendor, and plan documents and contracts
- Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Communication and education
- Works with clients to develop short and long-term employee communication objectives
- Creates member facing collateral pieces to promote and clarify benefit program features
- Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
- Uses regular interactions to update clients on carrier and vendor partner features and services
Internal partnerships
- Actively participates and contributes to client service team operations
- Effectively communicates client updates to appropriate team members
- Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 4 or more years of relevant experience
- Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
- Ability to learn and work in agency/client management systems and other related software and technology platforms
- Ability to work independently
- Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
- Demonstrates critical thinking and problem solving
- Ability to present information in a group setting (in person and virtually)
- Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
- Possesses high degree of diplomacy and tact while maintaining confidentially
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Receptionist
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What You’ll Do
As the Receptionist, you’ll be the first point of contact for IMA clients, visitors, and internal teams—creating a welcoming, polished, and efficient front office experience. In this highly visible role, you’ll support daily office operations through front desk management, administrative coordination, and shared resource support.
We’re looking for someone who is organized, adaptable, detail-oriented, and consistently demonstrates professionalism, discretion, and excellent customer service.
Key Responsibilities
Front Desk & Client Experience
- Serve as the face of the office by creating a warm, professional first impression for all visitors
- Open and close the reception area, ensuring it is organized and presentable
- Greet and assist clients, visitors, and vendors; notify staff of arrivals
- Answer, screen, and route incoming calls promptly and professionally
- Manage front desk email communications, including general inquiries and document routing
- Maintain visitor logs and support workplace security protocols (e.g., badge management)
Meetings, Conference Rooms & Events
- Coordinate conference room scheduling and reservations
- Assist with meeting setup, technology, and on-site support as needed
Administrative Support
- Provide general administrative support, including document preparation, spreadsheets, presentations, and proposal assembly
- Assist with time-sensitive requests and special projects across teams
Office Operations & Resources
- Maintain organization of shared office resources and subscriptions
- Monitor and replenish office, kitchen, and supply inventory
- Support overall front office efficiency and coordination
Mail, Facilities & Operational Support
- Process and distribute incoming and outgoing mail, packages, and faxes
- Ensure timely digital distribution of scanned documents
- Provide backup support for facilities and supply management functions
Onboarding & Employee Support (Backup)
- Assist with new hire setup, including workstations and welcome communications
- Provide backup support for employee-related processes and requests
- Support ordering of employee and client gifts as needed
Additional Duties
- Provide cross-functional backup support across office operations
- Take on additional responsibilities and projects as needed
Qualifications
- High school diploma or equivalent required
- 6 months to 2 years of relevant experience in a receptionist, administrative, or customer-facing role
- Strong communication and interpersonal skills with a customer-first mindset
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Highly organized with strong attention to detail and the ability to multitask
- Self-motivated and able to work both independently and collaboratively
- Flexible and adaptable in a fast-paced environment
- Basic math and problem-solving skills
#LI-TC1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Financial Consultant - Employee Benefits
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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
- Interacts professionally and timely with internal and external clients via email, phone and in-person
- Financial Strategy
- Leads complex technical work and strategic financial consulting regarding employee benefit plans
- Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
- Drives local process improvements and supports innovation
- Marketing/RFPs
- Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
- Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
- Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
- Renewals
- Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
- Leads recommendations to client regarding renewal analysis
- Utilizes actuarial models to assess changes to risk and plan structure
- Partnership & Negotiation
- Negotiates with carriers based on client’s targeted goals
- Maintains ongoing relationships with carrier and vendor partners
- Underwriting & Analysis
- Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
- Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
- Develops and communicates self-funded IBNP analysis to client
- Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
- Reporting
- With minimal guidance, analyzes data for inconsistencies and trends
- Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
- Builds and customizes reports to fit client needs
- Presentation
- Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
- Training & Mentorship
- Provides mentorship to analysts and performs technical review of work
- Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
- Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 6+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficiency with MS Office Suites
- Attains Life and Health license & maintains through continuing education requirements
- Limited travel required (less than 25%)
- Understands concepts of underwriting and actuarial computations
- Analyzes and interprets data
- Effectively manages multiple projects while meeting timelines
- Ability to be firm and persuasive when needed, while maintaining good relationships
- Handles confidential information with tact and discretion
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
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
Global Risk Account Coordinator - Employee Benefits
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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
- Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
- Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
- Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
- Assists with scheduling and logistics for training opportunities for all market offices
- Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
- Assists with communicating binding instructions for international EB and P&C programs
- Responsibility for EPIC account review and data entry for accounts
- Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
- Responsibility for policy and information entry of reverse flow accounts for partner data systems
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Required: strong project management skills
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
- Limited travel required (less than 10%)
- Associate’s or Bachelor’s degree preferred or equivalent experience
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Account Executive, Private Equity and M&A
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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
Senior Account Manager Benefits
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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
Client service
- Maintains regular, professional contact to create and foster relationships with client representatives
- Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
- Answers questions related to benefits program
- Conducts reviews and works to provide guidance on compliance related matters
Client meetings
- Assists in and prepares materials and collateral for meetings and discussions
- Actively participates in discussions
- Records and reports meeting discussion and action items
- Carrier and vendor management
- Oversees new vendor/carrier implementations
- Reviews carrier, vendor, and plan documents and contracts
- Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Communication and education
- Works with clients to develop short and long-term employee communication objectives
- Creates member facing collateral pieces to promote and clarify benefit program features
- Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
- Uses regular interactions to update clients on carrier and vendor partner features and services
Internal partnerships
- Actively participates and contributes to client service team operations
- Effectively communicates client updates to appropriate team members
- Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 4 or more years of relevant experience
- Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
- Ability to learn and work in agency/client management systems and other related software and technology platforms
- Ability to work independently
- Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
- Demonstrates critical thinking and problem solving
- Ability to present information in a group setting (in person and virtually)
- Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
- Possesses high degree of diplomacy and tact while maintaining confidentially
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Global Risk Account Executive - Employee Benefits
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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
- Responsibility for design and implementation of International Programs and CMPs
- Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
- Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
- Responsibility for completing the Global Risk Insurance Manuals on specified accounts
- Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
- Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
- Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
- Responds to and finalizes RFP requests
- Researches and understands international industry trends, product development, and government regulations globally
- Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5 to 10 years of similar or related experience
- Bachelor’s degree preferred or equivalent experience
- Attains and/or maintains professional designation or license: CIC and/or CPCU required
- Preferred: intermediate EPIC Applied Systems experience
- Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
- Moderate travel required (25-50%)
- Required: strong written and oral communication skills
- Required: strong analytical and insurance interpretation skills
COMPETENCIES & TRAITS:
- Business Acumen
- Professionalism
- Building relationships
- Problem Solving
- Communicating
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Risk Control Client Experience & Technology Manager
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ROLE SUMMARY:
The Risk Control Client Experience & Technology Manager is responsible for identifying and implementing operational best practices within the Risk Control Division to ensure a positive “Client Experience”. This will include identifying, developing, deploying and maintaining a variety of software tools accessed by clients and Risk Control teammates. The members of the Risk Control team will also be considered clients, and this position will enhance the performance of the Risk Control Team by automating or offloading administrative tasks from the team in support of the team’s long-term strategic plan. This person will support Risk Control Team Leaders and Risk Control Industry Leaders to have resources, best practices, and enhance collaboration across all offices to support new business and client retention. Once established, to ensure a current knowledge of the operational demands on Risk Control, this position may also be responsible for approximately a 25% client service workload direct to IMA clients.
Essential job responsibilities include but are not limited to:
- Supports Risk Control Team by responding to client questions on software tools.
- Demonstrates IMA’s core values and values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Support Risk Control Team Leaders and Risk Control Industry Leaders to increase efficiency and margin through centralized access to tools, resources, marketing tools, and success stories.
- Interacts professionally with Risk Control Teammates, Market Leaders, Producers and AEs to aid in client retention and garnering new business.
- Act as a trusted advisor and resource to teams related to gathering, interpreting, and reporting out on data initiatives such as Loss Source Analysis and Safety Perception Surveys.
- Identify, develop, deploy and maintain technology solutions for Risk Control projects and initiatives as prioritized by Risk Control and Shared Services Leadership. (e.g. workload tracking)
- Search out and maintain a vendor list of vetted vendors for internal use and referral to clients.
- Update clients using 3rd party software tools and negotiate renewals based on accurate usage.
- Act as Liaison to outsourced operational partners, (e.g., ResourcePro and Loss Analysis Tools) and provide recommendations related to process improvements.
- Manage operational aspects of 3rd party vendor relationships, including agreements, billing, expense reconciliation, legal review, and vendor setup/termination.
- With minimal guidance, provide leadership to the Project Coordinator and ensure that project visibility is shared with internal customers at least monthly.
- Deliver Risk Control service to assigned external clients to ensure client retention.
Required Experience and Skills: include but are not limited to:
- Five to ten years of similar or related experience.
- Strong project management skills.
- Expert experience with MS Office products required in Excel, PowerBI and other Microsoft Apps and products.
- Knowledge of agency management systems software, preferably Epic.
- Moderate amount of travel required (less than 25%).
- Bachelor’s Degree preferred or equivalent experience.
#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Retirement Plan Advisor
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Essential job responsibilities include but are not limited to:
Producing/Advising
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
- Pursues and sells our services to retirement plan prospects.
- Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
- Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
- Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
- Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
- Develops and maintains effective working relationships with internal and external referral sources
People Management
- Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
- Facilitates team meetings, communicating division information
- Participates in the hiring process for direct reports as well as additional department hires
- Serves as a mentor and coach for members of the team as needed
- Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met
Required Experience and Skills include but are not limited to:
- Bachelor's degree and 3+ years’ sales experience in the retirement plan services
- FINRA Series 65 required (additional licensing may be needed)
- Life Insurance and Variable Contracts licenses preferred
- Knowledge of ERISA laws and the retirement plan industry preferred
- Moderate travel required (25-50%)
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
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
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.
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