Jobs at IMA Financial Group

Manages a middle-market employee benefits book of business, owns client relationships, leads benefit implementations, renewals, vendor management, and open enrollment strategy, and resolves complex service issues. Serves as the primary daily client contact, ensures service quality and timely execution, applies industry and funding-model knowledge, and may coach junior Client Managers.

Directs lender due diligence engagements, assessing asset-based lending collateral and liquidation risk through transaction testing and borrowing base calculations. Leads collateral reviews for financial institutions, manages multiple projects, reviews and mentors junior staff, communicates with clients, prepares financial reports, supports business development, and identifies cross-selling opportunities. The role requires finance or accounting expertise, leadership, strong communication, attention to detail, and moderate travel.

Manages strategic employee benefits clients, providing consultative benefits strategy, lifecycle management, contract negotiation, issue resolution, program optimization, and customized plan guidance. Partners with Producers on business development, maintains carrier relationships, develops budgets and ROI models, and mentors client management teams. Requires an active Life and Health license, self-insurance and compliance expertise, and at least five years of relevant experience.

Supports Account Managers and Account Executives with insurance renewals, coverage comparisons, submissions, loss analysis, policy and endorsement processing, billing, certificates of insurance, account data maintenance, and client-specific reporting. The role develops insurance and client specialty knowledge while managing multiple tasks under oversight and preparing to assume ownership of a book of business.

Coordinates insurance claim inquiries, reporting, updates, faxes, and information distribution. Supports claim advocates and service teams, communicates with internal and external clients, manages claim-related workloads, prepares reports and loss runs, and resolves client issues. Requires strong communication, attention to detail, insurance knowledge, and proficiency with Applied Epic, carrier systems, and Microsoft Office.

Supports accounts receivable operations across multiple locations by monitoring and applying deposits, resolving problem accounts, preparing aging reports, following up on outstanding payments, collecting past-due balances, and assisting with carrier invoice processing. The role also provides internal process guidance and supports accounting team activities while managing time-sensitive workloads and maintaining accurate records.

Leads training, development, coaching, and onboarding programs for new hires and service team members. Designs training materials across instructional formats, facilitates virtual and in-person sessions, manages multiple initiatives, and evaluates training effectiveness through metrics. The role supports client service quality, operational efficiency, and compliance, with travel within the service area required. Property and Casualty insurance experience and Applied Epic proficiency are valuable, while an active Property and Casualty license must be obtained within 90 days.

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.

Sells personal insurance products including auto, life, home, renters, condo, and umbrella policies. The role develops prospects, builds client relationships, gathers underwriting information, prepares quotes and coverage comparisons, negotiates with carriers, rounds out existing accounts, processes transactions, maintains records, and supports customer service. A Florida 2-20 license, insurance carrier experience, strong communication skills, and proficiency with office software are required.

Identifies and prioritizes AI opportunities, develops AI agents and workflow automations, improves data readiness and knowledge management, and supports governed implementation across business units. The role combines AI solution development, business analysis, process improvement, stakeholder collaboration, project support, and adoption measurement. It uses Microsoft Copilot Studio, Power Platform, Power Automate, Python, APIs, and related enterprise technologies while ensuring privacy, quality, governance, and compliance.

Supports corporate budgeting, quarterly forecasting, monthly financial and management reporting, scenario analysis, financial modeling, profitability analysis, benchmarking, acquisition evaluation, and finance system improvements. The role also contributes to data integrity initiatives and develops valuation and analytical skills while assisting the Accounting and Finance department with special projects.

Supports Account Managers and Account Executives in servicing middle-market and large-market insurance accounts. Responsibilities include maintaining account information in EPIC, processing certificates, endorsements, billing transactions, policy changes, and premium financing requests; coordinating with accounting; addressing client concerns; and communicating directly with clients. Requires an active Property & Casualty license, insurance knowledge, strong organization, attention to detail, communication skills, and the ability to manage competing priorities. Limited travel under 10% may be required.

Supports account managers and executives serving complex insurance clients. Responsibilities include preparing coverage and premium comparisons, processing audits and endorsements, analyzing losses and deductibles, managing policy and client data in the AMS, coordinating certificates and billing instructions, handling reporting, and addressing special client requests. The role also provides backup coverage, solves problems proactively, manages special projects, and maintains detailed account records while coordinating multiple priorities.

Manages global insurance accounts by preparing new business and renewal submissions, coordinating service requests, requesting loss runs, reconciling premiums and commissions, maintaining account data, and supporting international broker relationships. Creates account workbooks, comparison spreadsheets, commission allocations, and coverage summaries while communicating with clients, producers, account teams, and external partners. Requires strong insurance interpretation, analytical, communication, and client relationship skills.

Supports global insurance accounts by preparing new business and renewal submissions, coordinating service requests, requesting loss runs, reconciling premiums and commissions, maintaining account data, managing commission allocations, and creating account workbooks and coverage summaries. Acts as a liaison among internal teams, clients, and international broker partners while providing timely account service and supporting departmental projects.

Manages day-to-day client requests for mid-market or emerging commercial insurance accounts. Supports account executives with renewals, onboarding, client interactions, negotiations, marketing submissions, carrier communications, proposals, policy processing, certificates, endorsements, premium allocations, contract reviews, and discrepancy resolution. Requires 3+ years of property and casualty insurance experience, strong communication, relationship-building, organizational, and independent working skills. Travel may reach 20%.

Prospects, qualifies, and closes commercial and private-client insurance accounts while meeting sales goals. Builds industry networks, identifies client needs, develops tailored solutions, coordinates cross-selling opportunities, and maintains accurate Salesforce records. Partners with account servicing teams to support client retention and relationships. Requires insurance licensing, strong communication and organization, sales achievement, basic Microsoft Office skills, and travel to job sites as needed.

Manages employee benefits clients through strategic planning, plan analysis, regulatory alignment, carrier and vendor negotiations, renewals, and claims resolution. Leads service teams, prospect presentations, RFP responses, special projects, and agency committees. Serves as a benefits strategy subject matter expert, mentors associates, participates in hiring, and oversees performance and professional development. Requires extensive benefits brokerage or medical carrier experience, Life and Health licensure, strong communication, and advanced business acumen.

Manages day-to-day client requests for a commercial insurance book of business, supporting Account Executives with renewals, onboarding, marketing submissions, carrier negotiations, proposals, policy processing, certificates, endorsements, premium allocations, contract reviews, and discrepancy resolution. Maintains accurate data in Epic, builds client and underwriter relationships, and ensures timely coordination with internal teams. The role requires obtaining a P&C license within 90 days and includes travel of up to 20%.

Supports producers and commercial insurance clients through account service, claims issue resolution, renewals, new business proposals, carrier negotiations, coverage reviews, and client presentations. Coordinates marketing and renewal timelines, gathers client data, reviews quotes, maintains account documentation, supports referrals, and ensures compliance with Florida insurance licensing and continuing education requirements.