Teams 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.