Jobs at IMA Financial Group

Manages complex commercial insurance accounts, including daily servicing, renewals, remarketing, quoting, negotiations, binding, and client advisement. Builds client and carrier relationships, leads meetings, supports cross-selling, resolves coverage issues, and mentors client advisors. Provides technical insurance guidance, leads training, manages receivables follow-up, and maintains accurate account records. Requires a Property and Casualty license and at least seven years of related experience.

Employee Benefits Interns gain practical experience analyzing medical, dental, vision, pharmacy, and other benefit programs. Responsibilities include reviewing rates, claims, enrollment, contributions, plan costs, funding arrangements, and renewal information using Excel and other tools. Interns support financial analysis, client renewal strategies, and collaboration with client executives, analysts, carriers, and service teams while developing communication, presentation, problem-solving, and project-management skills.

Supports commercial insurance client strategy and business development through data analysis, Excel tool maintenance, client and prospect presentations, prospect research, lead generation, Salesforce updates, and participation in strategy meetings. The intern gains exposure to claims, risk control, carrier relationships, and insurance market dynamics while collaborating across teams in a hybrid environment.

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.

Leads complex enterprise employee benefits client engagements, overseeing high-revenue books of business and advising senior stakeholders. Drives business development and prospect strategy, maintains carrier and client relationships, shapes benefits strategy, and serves as a market-facing subject matter expert. Coaches and develops team members while applying expertise in self-funding, captives, alternative funding models, and advanced Excel.

Provides administrative and client service support for commercial insurance accounts. Responsibilities include entering client data, managing renewals, issuing insurance certificates and policy documents, processing endorsements, audits, invoices, cancellations, and reinstatements, and maintaining agency records. The role also supports client managers with proposals, claims documentation, policy checks, correspondence, phone coverage, and special projects. Requires strong organization, time management, professionalism, and at least one year of office or administrative experience.

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.

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.

Manage personal lines insurance accounts while building client relationships and delivering exceptional service. The role requires maintaining accurate records, handling data entry, communicating effectively, and collaborating with team members. Candidates must hold an active Property and Casualty license, demonstrate strong organization and attention to detail, and have prior insurance industry exposure. Experience with AMS 360 or a similar agency management system is preferred. The position offers remote flexibility for candidates within reasonable travel distance of Vermont or New Hampshire locations.

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.