Wichita, Kansas, United States · On-site
Opportunity Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering outstanding client service as a trusted, independent fiduciary. Become a shareholder of IMA Fi…
Skills: Financial Planning, Investment Management, Business Development, Relationship Management, Asset Allocation
Quinte West, Ontario, Canada · Hybrid
$50k–$80k/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: Prospecting, Sales Closing, Relationship Building, CRM Management, Commercial Insurance
Harrison, New York, United States · On-site
$65k–$97k/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. Essential job…
Skills: Commercial Lines Service, Epic, MS Office Suite, Outlook, Word
United States · Remote OK
$130k–$195k/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 Develops pathw…
Skills: Regulatory Monitoring, Employee Benefits Compliance, Technical Tool Development, Internal Training, Excel
Bellevue, Washington, United States · On-site
$130k–$160k/yr
Role Overview The HR Business Partner (HRBP) is responsible for aligning talent strategy with business strategy across assigned markets or client groups. As a trusted advisor to business leaders, the HRBP provides strate…
Skills: Workforce Planning, Organizational Effectiveness, Talent Management, Leadership Development, Performance Management
Anaheim, California, United States · Hybrid
$160k–$180k/yr
Provides executive‑level leadership for the organization’s most critical and strategically significant client relationships. This role shapes enterprise‑wide benefits strategy, leads large or multi‑market teams, and repr…
Skills: Executive Leadership, Strategic Planning, Client Relationship Management, Employee Benefits Strategy, Enterprise Influence
Pasadena, California, United States · Hybrid
$90k–$100k/yr
What You’ll Do: Responsible for assigned book of business. Process renewals and incidental new business, cancellations, audits, and endorsement requests. Responsible for accuracy of your work product and that of others a…
Skills: Commercial P&C Insurance, Renewal Process Management, Policy Negotiation, Account Rounding, Client Relationship Management
Concord, New Hampshire, United States · Hybrid
$54k–$68k/yr
The Richards Group, an IMA Company is seeking a Financial Strategist to join our growing team. This role is a great fit for someone who enjoys translating complex financial data into clear, client-ready insights and want…
Skills: Financial modeling, Claims projections, IBNR analysis, Strategic renewal analysis, Stop-loss programs
Quinte West, Ontario, Canada · Hybrid
$62k–$93k/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
United States · Hybrid
$42k–$58k/yr
The IMACC Analyst will play a crucial role in supporting the team by gaining proficiency in key systems, performing basic certificate of insurance reviews, reporting compliance to agents and clients, and ensuring timely …
Skills: Certificate Of Insurance Review, Microsoft Outlook, Microsoft Teams, SharePoint, TrustLayer
Salt Lake City, Utah, United States · Hybrid
Essential Job Responsibilities: Supports and demonstrates IMA’s core values Maintains overall responsibility of the entire renewal with the Producer (policy review, setting the game plan, loss analysis, program design, d…
Skills: Insurance Industry Expertise, Account Management, Strategic Thinking, Communication Skills, Leadership
Wichita, Kansas, United States · Hybrid
Overview: The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent clie…
Skills: Client Relationship Management, Client Onboarding, Salesforce, Microsoft Office Suite, Ai Tools
Anchorage, Alaska, United States · On-site
Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team. What You…
Skills: Strategic Advising, Team Leadership, Account Management, Insurance Underwriting, Negotiation
Quinte West, Ontario, Canada · On-site
$50k–$60k/yr
Start Your Career with Purpose at IMA Financial Group IMA is excited to introduce IMA Ascend — a unique, early-career rotational program designed for recent graduates who are ready to launch a dynamic career in the insur…
Skills: Communication, Teamwork, Account Management, Client Service, Risk Management
Quinte West, Ontario, Canada · 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 Devises and ex…
Skills: Marketing Strategy, Content Strategy, Lead Generation, Market Research, Analytics Reporting
Quinte West, Ontario, Canada · Hybrid
$75k–$113k/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: RFP Management, Underwriting Analysis, Financial Benchmarking, Carrier Negotiation, Data Analysis
Wichita, Kansas, 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 Supports servi…
Skills: Data Analysis, Written Communication, Oral Communication, Attention To Detail, Task Prioritization
Portland, Oregon, United States · On-site
$53k–$56k/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while devel…
Skills: Accountability, Collaboration, Teamwork, Learning Agility, Information Seeking
St. Petersburg, Florida, United States · On-site
ROLE DESCRIPTION Provides executive‑level leadership for the organization’s most critical and strategically significant client relationships. This role shapes enterprise‑wide benefits strategy, leads large or multi‑marke…
Skills: Executive Leadership, Benefits Strategy, Client Relationship Management, Strategic Delivery, Mentoring
St. Petersburg, Florida, United States · On-site
POSITION SUMMARY: The Employee Benefits Client Executive is responsible for delivering high-quality and efficient service to both internal and external clients through day-to-day account management of an assigned group o…
Skills: Account Management, Strategic Planning, Underwriting Analysis, Claims Data Analysis, Negotiation
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Proactively source and manage a book of business for affluent and high-net-worth clients through goals-based financial planning. Collaborate with internal investment teams and external professionals to design and implement long-term investment portfolios.
Requires a Bachelor's degree in Finance or a related field and a FINRA Series 65 license, with 7+ years of fiduciary advisory experience. CFP certification and a Life Insurance license are strongly preferred.
Essential job responsibilities include but are not limited to:
Required Experience and Skills include but are not limited to:
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
