Jobs at IMA Financial Group

Manages a book of lower-complexity employee benefits clients, serving as the primary contact throughout the client lifecycle. Coordinates claims, billing, eligibility, documentation, compliance, and service delivery with internal teams. Maintains Salesforce workflows and data quality, reviews Client Associate work, resolves client issues, and may coach junior staff. Requires strong communication, problem-solving, emotional intelligence, operational ownership, an active Life and Health license, and at least two years of relevant experience.

Manages strategic employee benefits accounts, overseeing client lifecycle, contract negotiations, escalated issue resolution, program optimization, carrier relationships, budgets, and ROI models. Supports prospecting and business development with Producers while mentoring Client Managers and peers. The role requires advanced knowledge of self-funded plans, compliance, funding strategies, market forces, and regulatory changes, along with an active Life and Health license and at least five years of relevant experience.

Manages commercial insurance client renewals and supports new business development. Responsibilities include reviewing policies, analyzing losses, designing insurance programs, preparing marketing strategies and proposals, negotiating with underwriters, facilitating client meetings, maintaining carrier relationships, and overseeing a substantial book of business across emerging and middle markets.

Manages complex commercial insurance accounts, leading renewals, coverage analysis, loss analysis, program design, marketing strategies, negotiations, and client meetings. Develops carrier and client relationships, supports new business development, manages a $1.3M-plus book of business, and coaches Account Executives. Requires strategic insurance expertise, leadership, industry designations, and up to 40% travel.

Manages day-to-day client service for a property and casualty insurance book of business. Supports account executives with renewals, onboarding, client interactions, marketing submissions, carrier negotiations, quote and policy reviews, proposals, certificates, endorsements, premium allocations, contract reviews, and coverage discrepancy resolution. Maintains accurate account data, coordinates with internal teams, builds client and underwriter relationships, and may travel up to 20%.

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.