Teams at IMA Financial Group

Supports employee benefits strategy through claims projections, benchmarking, renewal analysis, contribution modeling, utilization reporting, stop-loss and GeoAccess analysis, and financial modeling. Partners with senior strategists on client deliverables and recommendations, facilitates renewal presentations, conducts market and funding research, and mentors junior analysts. Requires a Life and Health license or ability to obtain one, a bachelor’s degree, and at least three years of relevant experience.

Entry-level underwriting assistant supporting an underwriting team through dependable scheduling, responsive communication, deadline management, and production support. The role involves learning underwriting guidelines, product offerings, operating procedures, and commercial insurance fundamentals while progressively earning underwriting authority. Success requires initiative, accuracy, efficiency, accountability, sound judgment, and active development toward a production underwriting position.

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.