Teams 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.