Jobs at IMA Financial Group

Prospects, qualifies, and closes commercial and private-client insurance accounts while meeting sales goals. Builds industry networks, identifies client needs, develops tailored solutions, coordinates cross-selling opportunities, and maintains accurate Salesforce records. Partners with account servicing teams to support client retention and relationships. Requires insurance licensing, strong communication and organization, sales achievement, basic Microsoft Office skills, and travel to job sites as needed.

Manages day-to-day client requests for commercial insurance accounts, prepares renewal and marketing materials, negotiates with carriers, reviews quotes, develops proposals, processes policies, and resolves coverage or premium discrepancies. The role also handles certificates, endorsements, premium allocations, contract reviews, and policy audits while building client and underwriter relationships. Some travel of up to 20% is required.

Manages a middle-market employee benefits book of business, owns client relationships, leads benefit implementations, renewals, vendor management, and open enrollment strategy, and resolves complex service issues. Serves as the primary daily client contact, ensures service quality and timely execution, applies industry and funding-model knowledge, and may coach junior Client Managers.

Supports executive risk claims intake, submissions, documentation, tracking, follow-up, and communications among clients, insurers, and placement teams. The role cultivates insurer relationships, coordinates time-sensitive claims matters, and assists with claims advocacy. Candidates need a bachelor's degree, strong communication and organizational skills, attention to detail, client-service orientation, adaptability, and proficiency with Microsoft Office. Prior insurance claims handling, coverage analysis, policy interpretation, and carrier negotiation experience are preferred.

Develops and executes marketing strategies for insurance client verticals, including content planning, lead generation, sales enablement, campaign execution, and funnel optimization. Acts as the voice of the client, creates quarterly and annual marketing plans, coordinates creative materials, measures pipeline effectiveness, and provides data-driven recommendations. Requires progressive insurance marketing experience, analytics expertise, and some overnight travel.

Manages compensation consulting projects from planning through delivery, including market benchmarking, compensation design, executive compensation, and incentive plans. Coordinates internal teams, client communications, budgets, timelines, risks, deliverables, and quality assurance. Serves as the primary client contact, analyzes business and financial data, and supports business development. Requires strong compensation knowledge, project management, analytical, communication, presentation, and client service skills.

Leads national employee benefits financial strategy operations, managing regional teams and complex client analyses. Oversees underwriting, benchmarking, financial reporting, renewals, marketing support, carrier negotiations, peer review, service standards, and analytic solution development. Mentors professionals, drives process improvements, presents strategic recommendations, and partners with leadership, clients, carriers, and vendors. Requires strong quantitative, communication, presentation, and leadership skills, plus a Life and Health license.

Administer, configure, optimize, and support enterprise HRIS and HCM platforms. Responsibilities include system security, workflows, reporting, integrations, testing, troubleshooting, data integrity, compliance, documentation, stakeholder partnership, change management, and support for HR technology implementations and strategic transitions.

Leads complex enterprise employee benefits accounts, serving as a trusted executive advisor and subject matter expert. Oversees high-revenue books of business, develops client and prospect strategies, builds carrier and client relationships, shapes benefits strategy, and mentors staff. Requires an active Life and Health license, 8+ years of relevant experience, advanced Excel skills, and expertise in self-funding, captives, and alternative funding models.

Provides administrative and technical support for commercial insurance accounts. Responsibilities include preparing renewal materials, processing endorsements, audits, invoices, certificates, and policy documentation; maintaining accurate account data in EPIC; communicating with clients on routine service needs; supporting accounts receivable reporting; and routing claims and risk-control documentation. Requires strong organization, communication, attention to detail, basic commercial insurance knowledge, and a state-specific property and casualty license.

Leads nationwide IT technical operations, including field technician and helpdesk teams, ITSM process design, workstation and peripheral support standards, service desk systems, onboarding and offboarding, office technology, hardware refreshes, cloud and on-premises operations, continuous improvement, and cost management.

Supports corporate budgeting, quarterly forecasting, monthly financial and management reporting, scenario analysis, financial modeling, profitability analysis, benchmarking, acquisition evaluation, and finance system improvements. The role also contributes to data integrity initiatives and develops valuation and analytical skills while assisting the Accounting and Finance department with special projects.

Manages national employee benefits clients by maintaining relationships, resolving issues, answering benefits questions, supporting compliance reviews, and coordinating client meetings. Oversees carrier and vendor implementations, reviews plan documents, develops employee communications, delivers benefits education, and tracks client action items. Partners internally to meet deadlines, maintain accurate workflows, and oversee assigned Account Coordinator activities.

Manages insurance claims strategy, client relationships, claim resolutions, coverage expertise, presentations, carrier and TPA relationships, and claim-related projects. Supports onboarding and staff development, communicates with internal and external stakeholders, participates in insurance seminars, and uses claims and insurance technology platforms. The role requires extensive claims experience, strong negotiation and communication skills, and moderate travel.

Manages energy-sector insurance claims from strategy through resolution, advocating for clients and communicating with carriers, TPAs, legal resources, and consultants. Builds client and industry relationships, participates in presentations, claim reviews, renewals, and RFPs, and supports claim staff onboarding and development. Requires strong claims, coverage, negotiation, communication, mathematical, and problem-solving expertise, along with knowledge of oil and gas, renewables, or power generation.