Portland, Oregon, United States · Remote OK
$50k–$65k/yr
Role Description Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and…
Skills: Client Support, Onboarding, Renewals, Open Enrollment, HRIS
Birmingham, Alabama, United States · On-site
Role Description Oversees highly complex or strategically significant client relationships and delivers high‑touch, advisory service. This role leads complex engagements and may mentor staff or support market‑level initi…
Skills: Client Relationship Management, Advisory Service, Strategic Planning, Issue Resolution, Funding Models
Overland Park, Kansas, United States · Hybrid
Role Description Manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates wit…
Skills: Client Management, Employee Benefits, Salesforce, Data Quality, Claims Resolution
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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. Identify exp…
Skills: Risk Assessment, Safety Training, Facility Audits, Regulatory Compliance, Loss Analysis
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Independently …
Skills: Cyber Insurance, Risk Assessment, Account Management, Negotiation, Claims Advocacy
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Independent re…
Skills: Executive Risk, Transactional Liability, Management Liability, D&O, EPL
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Independent re…
Skills: Management Liability, D&O, EPL, Fiduciary, Miscellaneous E&O
Chicago, Illinois, United States · Hybrid
$60k–$100k/yr
Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. Responsibilities may include but are not limited to: Supports and demonstrates IMA’s core values. Values and understands the i…
Skills: Insurance knowledge, Client service, Data analysis, Loss analysis, AMS software
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Serves as the …
Skills: Account Management, Property & Casualty Insurance, Client Relations, Technical Analysis, Program Design
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Maintains over…
Skills: Policy Review, Loss Analysis, Program Design, Data Completeness, Coverage Analysis
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
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 Maintains over…
Skills: Account Management, Insurance Renewal, Risk Management, Strategic Planning, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
The Client Manager manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates w…
Skills: Client Management, Employee Benefits, Salesforce, Claims Resolution, Billing
Chicago, Illinois, United States · Hybrid
$100k–$200k/yr
The Client Executive provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports bus…
Skills: Benefits Strategy, Lifecycle Management, Contract Negotiation, Issue Resolution, Program Optimization
Pasadena, California, United States · Hybrid
$200k–$225k/yr
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 prof…
Skills: Financial Strategy, People Management, Underwriting, Financial Analysis, Strategic Leadership
Dallas, Texas, United States · Hybrid
Role Description Manages a more complex or higher‑revenue book of business and provides consultative support throughout the client lifecycle. This role owns client relationships, leads renewals and implementations, and r…
Skills: Claims Management, Leadership, Insurance Coverage, Negotiation, Business Acumen
Atlanta, Georgia, United States · On-site
ROLE DESCRIPTION: Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self‑funded and level‑funded clients. This role translates complex financial data into client‑ready…
Skills: Financial Modeling, Claims Projections, Strategic Renewal Analysis, Self-funded Plans, Level-funded Plans
Denver, Colorado, United States · Remote OK
$50k–$60k/yr
Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. Responsibilities may include but are not limited to: Supports and demonstrates IMA’s core values. Values and understands the i…
Skills: Insurance knowledge, Client service, Data entry, Loss analysis, Invoicing
Quinte West, Ontario, Canada · Hybrid
$100k–$130k/yr
Key Responsibilities Application Development Design, develop, test, and deploy web and mobile applications using the OutSystems platform. Create scalable, maintainable, and reusable application components that align with…
Skills: OutSystems, Service Studio, Integration Studio, REST APIs, SQL
Birmingham, Alabama, United States · On-site
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA Select’s core values Values and understands the importance of diversity, equality, and inclusion among all IMA associates Respo…
Skills: Account Servicing, Client Advisement, Claims Advising, Remarketing Strategy, Policy Forms
Salt Lake City, Utah, United States · On-site
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 Possesses comf…
Skills: Commercial Lines Service, AMS, Epic, Microsoft Office Suite, Outlook
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The role involves delivering independent client support, managing complex service tasks, and overseeing the client lifecycle including onboarding and renewals. It also requires serving as a technical resource for HRIS platforms and performing financial and utilization reporting.
Candidates must have at least 1 year of relevant experience and a general understanding of the client lifecycle. Additionally, the role requires obtaining a Life & Health License within the state-mandated timeframe.
Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.
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.
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 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.
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.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
Offices: 1705 17th St., Suite 100, Denver, CO 80202, US · Centura Tower, 14185 Dallas Pkwy #800, Dallas, TX 75254, US · 51 Corporate Woods, 9393 W. 110th St. #600, Overland Park, KS 66210, US · 830 E Douglas Ave, Suite 400, Wichita, Kansas 67202, US · Pittsburgh, PA, US
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
Offices: 1705 17th St., Suite 100, Denver, CO 80202, US · Centura Tower, 14185 Dallas Pkwy #800, Dallas, TX 75254, US · 51 Corporate Woods, 9393 W. 110th St. #600, Overland Park, KS 66210, US · 830 E Douglas Ave, Suite 400, Wichita, Kansas 67202, US · Pittsburgh, PA, US
