ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Interacts professionally and timely with clients via email, phone and in-person
People Management
- Manages regional financial strategy team leads, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
- Coordinates metrics and processes for managing and assigning the overall workload and projects of assigned analysts
- Coordinates staffing plans for assigning clients, working with regional leads to assess workload
- Provides feedback to service team members as needed, in support of their on-going professional development goals to ensure client expectations are met
- Participates in the hiring process for direct reports as well as additional department hires
National leadership
- Leads national financial strategy servicing meetings, planning training curriculums and communicating information and updates
- Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
- Recognizes opportunities to improve financial strategy service offerings, and implements initiatives to support service improvements
- In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development
- Interacts with market leaders and national leadership to ensure work quality across all functions
- Implements innovative products and services alongside existing financial strategy processes and service offerings
Underwriting & Analysis
- Acts as peer review and mentor for a national book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
- Develops and delivers servicing standards related to financial strategy, including but not limited to benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR
- Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with national leadership and strategic partners
Marketing, renewals, and partnership
- Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
- Executes standards processes for financial analysis of marketing offerings including fully insured, TPA, stop loss, and PBM coverages
- Negotiates with national carrier partners based on the targeted goals
- Engages and builds key carrier and vendor relationships
Presentation
- Determines communication strategy for delivering financial strategy to a diverse book of clients
- Champions new initiatives and growth opportunities to national leadership and market leaders
REQUIRED EXPERIENCE AND SKILLS include but not limited to:
- 10+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficient with MS Office Suites with, with in-depth knowledge of Microsoft Excel
- Managerial or leadership experience
- Attains Life and Health license & maintains through continuing education requirements
- Some travel required (once monthly)
- Responsibility for executing the benefit division’s strategic direction of analytic solutions and tools
- Strong analytical (quantitative and qualitative) abilities
- Identifies modifications to existing methodologies, and implements new initiatives
- Demonstrates ability to manage and mentor experienced professionals
- Responsibility for accuracy of analysis and peer review best practices
- Ability to perform well under pressure, on multiple work streams, and with tight deadlines
- Advanced communication and presentation skills
COMPETENCIES & TRAITS:
- Management/Leadership
- Financial Acumen
- Self-Direction
- Professionalism
- Agility/Flexibility
- Problem Solving
The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.
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Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Skills Required
- 10+ years of similar or related experience
- Four-year college degree or equivalent experience
- Proficiency with Microsoft Office Suite
- In-depth knowledge of Microsoft Excel
- Managerial or leadership experience
- Life and Health license, maintained through continuing education
- Strong quantitative and qualitative analytical abilities
- Ability to manage and mentor experienced professionals
- Ability to ensure analytical accuracy and peer-review best practices
- Ability to manage multiple workstreams and tight deadlines under pressure
- Advanced communication and presentation skills
- Ability to identify methodological modifications and implement new initiatives
What We Do
IMA Financial Group, Inc. (IMA) is an integrated financial services company dedicated to protecting assets and making a difference. It is comprised of: IMA, Inc. - a retail insurance broker ranked amongst the top 20 brokers in the United States. IMA offers a full range of risk management-related products with offices in California, Colorado, Hawaii, Kansas, Oregon, Pennsylvania. Texas, Utah and Washington. An Assurex Global and Worldwide Broker Network partner, IMA is part of a network of insurance professionals reaching over 80 countries. IMA Select – a brokerage providing personal insurance services and business insurance solutions for small- to mid-sized organizations. Towerstone, Inc. - a wholesale insurance broker and managing general agency with expertise in a broad spectrum of industries, specializing in energy and construction. IMA Wealth - a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”), Member FINRA, and an insurance agency. Eydent - a managing general agency & managing general underwriter providing commercial property and casualty alternative risk solutions for specialty niche programs. Cornerstone - consultative services firm that designs and manages specialty insurance programs for groups. Social Media Terms of Use: www.imacorp.com/social
