IMA Financial Group
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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
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
ERS Sr. Broker
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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
- With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
- preparation of submissions
- market searches
- presentations to underwriters
- communications to service team members including AE/Producers
- analysis of contracts and financial statements as necessary
- preparation of proposals
- Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
- Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
- Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
- Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
- Claims advocacy as needed on non-complex claims
- Reads and understands the basic components of a financial statement
- Reads, understands, and articulates the details of an organizational chart
- Knowledge of the ERS workflows and responsibilities
- Maintains EPIC integrity of data in accordance with workflow
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 4 to 7 years of experience in Executive Risk or Management Liability preferred
- Bachelor’s degree preferred or equivalent experience
- Technical education development (Management Liability Specific classes, designations, etc.)
- Intermediate Microsoft Office skills required
- Property & Casualty License required
- Written and verbal communication competencies required
- Critical:
- Tracks all tasks to applicable deadlines
- Handles high volume demands accurately with little lead time
- Responds timely and accurately
#LI-JS1
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
The anticipated posting timeline for this opportunity is 2/13/2026-3/13/2026.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
Emerging Commercial Producer
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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 accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals
- Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
- Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
- Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
- Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
- Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
- Proactively identifies and coordinates cross selling opportunities with other sales units at IMA
- Enters and maintains all required information in Salesforce CRM
- In partnership with an Account Servicing team, maintains client contacts to assure account retention
You Should Have
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 4 or more years of sales experience preferred
- Bachelor’s degree preferred
- Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
- Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
- Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
- Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
- Good written and verbal communication skills
- Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
- Willingness to come into an IMA office 2-3 x per week
COMPETENCIES & TRAITS:
- Business Acumen
- Self- Direction
- Agility
- Professionalism
- Relationship building
- Time Management
- Manage Client Relationships
#LI-KM1
We will be accepting applications until 4/13/26
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Ready to apply?
Apply to IMA Financial Group
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
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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Apply to IMA Financial Group