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 of the department via email, phone, and in-person.
- Provides legal and operational support to the Corporate Legal team, with a primary focus on contract review, litigation support, corporate governance and legal coordination related to mergers and acquisitions activity.
- Assists in the administration of contracts and contract reviews with moderate guidance, including non-disclosure agreements, vendor agreements, client agreements, engagement letters, confidentiality provisions, business associate provisions, and other routine business contracts.
- Reviews routine agreements to identify key legal and business terms, missing provisions, unusual obligations, indemnity language, limitation of liability clauses, termination rights, renewal terms, confidentiality requirements, and insurance-related provisions
- Coordinates with internal stakeholders, external parties, and outside counsel in connection with subpoenas and litigation matters by collecting information, providing timely responses, and tracking matter status, deadlines, invoices, information requests, budgets, and reporting needs.
- Supports mergers and acquisitions legal activity by assisting with due diligence requests, organizing legal and business documents, maintaining diligence trackers, coordinating document collection, and supporting virtual data room administration.
- Maintains confidentiality of privileged, sensitive, transaction-related, employee, client, and business information.
- Provides other project support or tasks as needed.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 5-7 years of similar or related experience preferred, including experience in a corporate legal department, law firm, insurance, financial services, brokerage, mergers and acquisitions, litigation, or commercial contracts environment.
- Associate degree, paralegal certificate, or equivalent relevant experience required; bachelor's degree required.
- Experience reviewing routine business agreements and identifying key legal and business terms for attorney review.
- Familiarity with litigation support, subpoenas, discovery, legal holds, matter management, legal process requests, outside counsel coordination, and document production.
- Proficiency with MS Office products required, specifically PowerPoint, Outlook, Word, and Excel.
- Experience with document management systems, contract repositories, eSignature tools, legal matter management systems, virtual data rooms, or eDiscovery platforms preferred.
- Ability to be flexible, work in a fast-paced environment, and prioritize tasks is required.
- Ability to work independently and as part of a team is necessary.
- Ability to attend to details and maintain a high level of organizational skill is required.
- Must be trustworthy and able to maintain confidentiality of information.
- Limited travel required, less than 25%.
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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
- Associate degree, paralegal certificate, or equivalent relevant experience
- Bachelor's degree
- 5-7 years of similar or related experience in a corporate legal department, law firm, insurance, financial services, brokerage, mergers and acquisitions, litigation, or commercial contracts environment
- Experience reviewing routine business agreements and identifying key legal and business terms for attorney review
- Familiarity with litigation support, subpoenas, discovery, legal holds, matter management, legal process requests, outside counsel coordination, and document production
- Proficiency with Microsoft Office, specifically PowerPoint, Outlook, Word, and Excel
- Experience with document management systems, contract repositories, eSignature tools, legal matter management systems, virtual data rooms, or eDiscovery platforms
- Ability to work independently and as part of a team
- Ability to prioritize tasks in a flexible, fast-paced environment
- Strong attention to detail and organizational skills
- Ability to maintain confidentiality and handle sensitive information
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
