Teams 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.