Jobs at IMA Financial Group

Manages surety services for small and midsize business clients, including underwriting information, bonding education, client relationships, submissions, renewals, marketing, and accounts receivable oversight. Leads client meetings, coordinates internal and external stakeholders, supports business development and cross-training, interprets financial and insurance documents, and provides surety expertise. The role is office-based approximately 50% of the time and requires travel of up to 25%.

Supports Account Managers and Executives servicing complex insurance accounts. Responsibilities include preparing coverage and premium comparisons, processing audits and endorsements, analyzing losses, maintaining account data in the AMS, managing certificates and billing requests, handling client communications, and completing special projects. The role requires insurance knowledge, strong attention to detail, financial acumen, problem-solving, organization, and proficiency with Microsoft Office.

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%.

Manages personal lines insurance accounts, builds and maintains client relationships, delivers exceptional customer service, supports accurate data entry and account administration, and uses agency management systems. Requires an active Property and Casualty license, prior insurance industry exposure, strong communication and organizational skills, attention to detail, and reliable teamwork. The role offers remote flexibility for candidates near Vermont or New Hampshire locations.

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.

Manages day-to-day client relationships for mid-market and complex commercial insurance accounts. Prepares renewals, marketing submissions, proposals, premium allocations, certificates, policy documentation, and contract reviews. Coordinates negotiations with carriers, resolves coverage and premium discrepancies, supports new business and onboarding, and facilitates client meetings. May lead, mentor, and oversee quality control for other Account Managers.

Supports commercial insurance new business placement by submitting applications, obtaining carrier quotes, preparing proposals, coordinating binders and related documents, and communicating coverage recommendations to producers. Maintains carrier relationships, tracks underwriting information, monitors market appetites, organizes account files, and supports transitions to servicing teams. Requires an active P&C license, insurance experience, strong analytical and communication skills, and proficiency with agency systems.

Supports enterprise business intelligence operations, including ticket triage, report subscriptions, data quality checks, environment monitoring, QA testing, release communications, documentation, ad hoc data requests, and usage analysis. Contributes to ETL/ELT, cloud data platforms, infrastructure, governance, semantic datasets, reporting, and CI/CD while developing technical depth under senior guidance.

Manages a high-revenue, complex book of business and provides strategic, high-touch client service. Leads client lifecycle management, escalated issue resolution, renewals, funding strategies, vendor negotiations, and long-term account planning. Partners with producers and internal teams on prospect support and service optimization, contributes to process improvement, and mentors client managers and support staff.

Manages day-to-day client requests for commercial insurance accounts, prepares renewal and marketing materials, negotiates with carriers, reviews quotes, develops proposals, processes policies, and resolves coverage or premium discrepancies. The role also handles certificates, endorsements, premium allocations, contract reviews, and policy audits while building client and underwriter relationships. Some travel of up to 20% is required.

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

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.

Build and manage a book of affluent and high-net-worth clients through prospecting, referrals, consultative sales, financial planning, investment portfolio management, and ongoing relationship development. Deliver goals-based advice across retirement, investments, tax, estate, insurance, and education planning. Maintain fiduciary and regulatory compliance, collaborate with internal investment teams and external professionals, support firm growth, and mentor junior advisors.

Supports daily insurance account servicing, client advisement, carrier communications, claims guidance, endorsements, policy documentation, renewals, quoting, negotiations, binding coverage, invoicing, and accounts receivable follow-up. Maintains accurate account records, participates in client meetings, and develops insurance coverage expertise through education and study.

Supports executive risk claims intake, submissions, documentation, tracking, follow-up, and communications among clients, insurers, and placement teams. The role cultivates insurer relationships, coordinates time-sensitive claims matters, and assists with claims advocacy. Candidates need a bachelor's degree, strong communication and organizational skills, attention to detail, client-service orientation, adaptability, and proficiency with Microsoft Office. Prior insurance claims handling, coverage analysis, policy interpretation, and carrier negotiation experience are preferred.

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.

Manages a dedicated book of lower-complexity clients, serving as the primary contact throughout the client lifecycle. Responsibilities include maintaining Salesforce workflows and data quality, reviewing Client Associate work, resolving claims, billing, and eligibility issues, coordinating internal teams, ensuring compliance and service standards, and coaching junior staff. Requires an active Life and Health license, relevant experience, Salesforce and OE guide application skills, and developing knowledge of market dynamics.

Manages complex, high-value client accounts and provides high-touch advisory service. Leads client lifecycle management, escalated issue resolution, renewals, funding strategies, vendor negotiations, and long-term planning. Partners with producers and internal teams on prospect support and service optimization, contributes to process improvement, and mentors client managers and support staff. Requires an active Life and Health license, self-funding experience, strong analytical and communication skills, and at least five years of relevant experience.