St. Petersburg, Florida, 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 init…
Skills: Client Relationship Management, Strategic Advisory, Lifecycle Management, Conflict Management, Analytical Thinking
Sarasota, Florida, United States · On-site
POSITION SUMMARY: This position's primary duty is personal lines sales. The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards. The …
Skills: Personal Lines Sales, Customer Service, Prospecting, Networking, Underwriting
St. Petersburg, Florida, United States · On-site
POSITION SUMMARY: The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned g…
Skills: Account Management, Client Relations, Employee Benefits, Insurance Renewals, Regulatory Compliance
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 2 to 3 years of industry experience. The candidate must…
Skills: Customer Service, Communication, Multi-tasking, Policy Rating, Data Entry
Pasadena, California, United States · On-site
$130k–$150k/yr
Summary This position is considered a leadership position which requires responsibility for management of internal support team for P&C at IMA West. This position also has client management responsibilities. Team Leaders…
Skills: Team Leadership, Client Management, P&C Insurance, Performance Management, Mentorship
Quinte West, Ontario, Canada · Hybrid
The Property & Casualty Service Apprentice is an entry-level opportunity to launch a meaningful career in commercial insurance with IMA. In this role, you will support Account Management teams while gaining hands-on expe…
Skills: Data Entry, Document Preparation, Client Service, Time Management, Written Communication
Quinte West, Ontario, Canada · Hybrid
$180k–$240k/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 Leads strategy…
Skills: Strategic Planning, Sales Strategy, Public & Labor Consulting, Business Acumen, Relationship Building
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: Commercial Lines Insurance, Client Relationship Management, Technical Analysis, Program Design, Carrier Negotiations
Denver, Colorado, United States · Remote OK
$125k–$170k/yr
Our Advanced Industries Practice is seeking an Account Executive to join our team! This is a great opportunity to work side by side with exceptional professionals focusing on the digital asset industry, as well as techno…
Skills: Risk Management, Insurance Program Design, Underwriting Negotiation, Client Relationship Management, Strategic Thinking
Quinte West, Ontario, Canada · On-site
$60k–$80k/yr
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, Remarketing Strategies, Renewal Management, Cross-selling
Remote OK
$80k–$100k/yr
We're looking for an experienced tree care professional who enjoys helping others work safer, smarter, and more efficiently. This unique role combines field visits, safety consulting, training, and industry outreach. You…
Skills: Loss Control, Risk Management, Safety Assessments, Training Development, Arboriculture
Denver, Colorado, United States · Remote OK
$147k–$220k/yr
Role Summary: We are hiring a founding AI Engineer Lead to build and scale AI capabilities from the ground up. This role will directly shape how AI is built and delivered across the organization. This is a hands-on engin…
Skills: Python, Azure, LLM, RAG, Workflow Automation
Denver, Colorado, United States · Remote OK
$125k–$175k/yr
The AI Enablement Lead is responsible for ensuring AI is used effectively across the business and improves how work gets done. This role focuses on building AI literacy, driving adoption, and supporting teams in integrat…
Skills: AI Enablement, Change Management, Workflow Design, Stakeholder Engagement, AI Literacy
Wichita, Kansas, United States · On-site
Position Summary: The Business Intelligence Developer supports the day-to-day operations, quality, and delivery of enterprise data and analytics solutions. This role focuses on operational ownership, stakeholder support,…
Skills: SQL, Python, Power BI, Tableau, Azure
Wichita, Kansas, United States · On-site
What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open enrollment preparation,…
Skills: Administrative support, Enrollment management, Billing, Documentation, System maintenance
Quinte West, Ontario, Canada · On-site
$44k–$54k/yr
At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathw…
Skills: Insurance processing, Certificate of insurance, Contract review, Compliance, Data entry
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 Collaborates w…
Skills: Property & Casualty License, Marketing strategy, Insurance quoting, Underwriting, Account 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 Consulting
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Oversees complex and strategically significant client relationships, providing high-touch advisory services and managing high-revenue books of business. Leads complex renewals, funding strategies, and mentors junior client managers and support staff.
Requires an active Life & Health License and at least 5 years of relevant experience, specifically including self-funding experience. Candidates must possess strong technical application skills and deep market insight to support client strategies.
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 initiatives.
ESSENTIAL JOB DUTIES include but are not limited to:
• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.
• Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long‑term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.
KEY STRENGTHS AND TRAITS include but are not limited to:
• Exemplary oral & written communication skills
• Analytical thinking
• Conflict management
• Systems thinking: ability to manage complexity and interdependencies.
QUALIFICATIONS
• Active Life & Health License
• 5+ years relevant experience
• Self-funding experience
• Technical application skills: OE guide applications
• Strong market insight – with ability to leverage to support client strategy and segment-specific needs
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
