Salt Lake City, Utah, United States · On-site
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 wi…
Skills: Client Management, Salesforce, Claims Resolution, Billing, Eligibility Management
Concord, New Hampshire, United States · Hybrid
$55k–$65k/yr
What We Have to Offer: The Richards Group an IMA Company is seeking an experienced Senior Personal Lines Account Manager to join our team. If you excel at building strong client relationships, thrive in a fast‑paced envi…
Skills: Client Relationship Management, Personal Lines Insurance, Property & Casualty Licensing, Communication Skills, Organizational Skills
Dallas, Texas, United States · Hybrid
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 relations, Data analysis, Problem solving, Time management
Anaheim, California, United States · On-site
$75k–$90k/yr
Supports benefit strategy through foundational financial analytics, reporting, and modeling. This role executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing…
Skills: Financial Analytics, Claims Projections, Benchmarking, Renewal Analysis, Contribution Modeling
Wallingford, Connecticut, United States · Hybrid
$161k–$215k/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 Client Managem…
Skills: Client Management, Strategic Planning, Actuarial Computations, Underwriting Practices, Carrier Negotiation
Harrison, New York, United States · Hybrid
$110k–$150k/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 pr…
Skills: Claims Handling, Executive Risk, Property Coverage, Negotiation, Communication
Wichita, Kansas, United States · On-site
The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight. This role b…
Skills: Investment Selection, Plan Design Optimization, Fiduciary Oversight, ERISA Compliance, Fee Benchmarking
Quinte West, Ontario, Canada · On-site
$60k–$70k/yr
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing…
Skills: Customer Focus, Planning & Priority Setting, Attention To Detail, Data Literacy, HRIS
Dallas, Texas, 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 Serves as the …
Skills: Account Management, Client Relationship Management, Underwriter Relations, Technical Analysis, Program Design
Dallas, Texas, 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 Maintains over…
Skills: Commercial Lines Insurance, Account Management, Strategic Thinking, Underwriter Negotiation, Client Relationship Management
Honolulu, Hawaii, United States · On-site
$75k–$150k/yr
What You'll Do 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…
Skills: B2B Selling, Commercial Insurance, Prospecting, Account Acquisition, Salesforce CRM
St. Petersburg, Florida, United States · Hybrid
POSITION SUMMARY: The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person incl…
Skills: Client Service, Commercial Insurance, Account Management, Market Analysis, Proposal Preparation
St. Petersburg, Florida, United States · On-site
POSITION SUMMARY: The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must…
Skills: Customer Service, Commercial Lines Insurance, Risk Management, Underwriting, Communication
Portland, Oregon, 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 Serves as the …
Skills: Client Relationship Management, Technical Analysis, Program Design, Carrier Negotiations, AMS Software
Portland, Oregon, United States · On-site
What You'll Do Retain current clients. Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. Oversee preparat…
Skills: Client Retention, Contract Analysis, Underwriting Negotiation, Insurance Placement, Client Relationship Management
Pasadena, California, United States · On-site
$70k–$75k/yr
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 with internal teams,…
Skills: Client Relationship Management, Salesforce, Life & Health Licensing, Client Lifecycle Support, Claims Resolution
Chicago, Illinois, United States · On-site
$75k–$85k/yr
What You’ll Do You’ll work directly with senior team members and clients to: Analyze balance sheets, P&Ls, and cash flow to assess business performance and sustainability Evaluate working capital, AR/AP, and inventory tr…
Skills: Public Accounting, Transactional Experience, Financial Modeling, Due Diligence, Analytical Acumen
United States · Remote OK
$87k–$130k/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 pr…
Skills: Claims Handling, Energy Industry Knowledge, Negotiation, Coverage Analysis, Client Relationship Management
Concord, New Hampshire, United States · Hybrid
$45k–$55k/yr
What We Have to Offer: The Richards Group an IMA Company is looking for a highly motivated Account Manager to join our Personal Lines team. If you have strong interpersonal skills, a passion for building relationships, a…
Skills: Interpersonal Skills, Relationship Building, Customer Service, Attention To Detail, Verbal Communication
On-site
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The Client Manager oversees a dedicated book of business, serving as the primary point of contact for clients throughout their lifecycle. They coordinate with internal teams to resolve claims, billing, and eligibility issues while ensuring service expectations and documentation standards are met.
Candidates must hold an active Life & Health License and possess at least two years of relevant experience. Proficiency in Salesforce and strong operational and communication skills are required for this role.
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 with internal teams, and ensures compliance, documentation, and service expectations are met.
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
