Jobs at IMA Financial Group

Manages a book of lower-complexity clients throughout the client lifecycle, serving as the primary contact and coordinating service, claims, billing, eligibility, compliance, and documentation needs. Maintains Salesforce workflows and data quality, reviews Client Associate work, resolves client issues with internal teams, 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.

Supports employee benefits strategy through claims projections, renewal analysis, benchmarking, contribution modeling, utilization reporting, stop-loss analysis, and funding analysis. The role prepares financial analytics and client deliverables under senior guidance, assists with renewal presentations and market research, and may mentor junior analysts or lead small projects.

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.

Leads an internal P&C support team while managing key commercial insurance clients. Responsibilities include overseeing renewals, coordinating with producers and internal partners, mentoring and developing staff, managing performance and employee relations, improving workflows, supporting hiring and onboarding, and contributing to team strategy and client satisfaction. The role requires an active insurance license, strong communication skills, employment-law knowledge, and proficiency with Microsoft Office and Salesforce.

Manages complex commercial insurance accounts, including daily client service, renewals, remarketing, quote analysis, negotiations, policy binding, and account documentation. Leads client meetings, provides insurance strategy and technical guidance, mentors associates, supports training, assists sales staff, and contributes to cross-selling and client retention. Requires strong knowledge of property and casualty insurance, policy forms, endorsements, and account management.

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.

Manages complex commercial insurance accounts, including daily client servicing, renewals, remarketing, quoting, negotiations, policy processing, and account receivables. Leads client meetings, provides insurance strategy and technical guidance, supports cross-selling, mentors associates, and delivers training. Maintains client and carrier relationships while ensuring accurate account records, licensing, continuing education, and high client satisfaction.

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.