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.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client Management
  • Leads both long- and short-term strategic consultation and planning efforts for client benefit program
  • Ensures programs and plan design are in alignment with all applicable regulatory requirements
  • Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
  • Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
• Carrier and Vendor Relationships
  • Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
  • Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
• Production Partnership
  • Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
  • Develops and submits technical responses to prospect requests for proposals (RFPs).
  • Ensures compensation received is accurate and properly executed
• Internal Resource
  • Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
  • Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
• People Management
  • Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
  • Participates in the hiring process for direct reports as well as additional department hires as needed
  • Serves as a mentor and coach for account executives as needed
  • Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5+ years of similar or related experience required
• Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
• Demonstrates positive mindset and ability to optimize performance through collaboration
• Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
• Demonstrates advanced skills with MS Office Suite
• Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
• Attains and maintains Life and Health licensure
• 4-year degree in business or related discipline preferred

COMPETENCIES & TRAITS:

• Building relationships
• Self-Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.  

#LI-AG1

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

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)