Jobs at IMA Financial Group

Manages strategic employee benefits clients, providing consultative benefits strategy, lifecycle management, contract negotiation, issue resolution, program optimization, and customized plan guidance. Partners with Producers on business development, maintains carrier relationships, develops budgets and ROI models, and mentors client management teams. Requires an active Life and Health license, self-insurance and compliance expertise, and at least five years of relevant experience.

Develops and executes marketing strategies for insurance client verticals, including content planning, lead generation, sales enablement, campaign execution, and funnel optimization. Acts as the voice of the client, creates quarterly and annual marketing plans, coordinates creative materials, measures pipeline effectiveness, and provides data-driven recommendations. Requires progressive insurance marketing experience, analytics expertise, and some overnight travel.

Leads national employee benefits financial strategy operations, managing regional teams and complex client analyses. Oversees underwriting, benchmarking, financial reporting, renewals, marketing support, carrier negotiations, peer review, service standards, and analytic solution development. Mentors professionals, drives process improvements, presents strategic recommendations, and partners with leadership, clients, carriers, and vendors. Requires strong quantitative, communication, presentation, and leadership skills, plus a Life and Health license.

Provides foundational administrative and operational support for employee benefits clients, including enrollments, billing, eligibility updates, documentation, system maintenance, onboarding, renewals, benchmarking, and RFP preparation. Responds to routine inquiries, coordinates internal workflows, maintains compliance standards, and escalates issues as needed. The role includes structured training and mentorship while developing benefits and client lifecycle knowledge.

Entry-level underwriting assistant supporting an underwriting team through dependable scheduling, responsive communication, deadline management, and production support. The role involves learning underwriting guidelines, product offerings, operating procedures, and commercial insurance fundamentals while progressively earning underwriting authority. Success requires initiative, accuracy, efficiency, accountability, sound judgment, and active development toward a production underwriting position.

Supports corporate budgeting, quarterly forecasting, monthly financial and management reporting, scenario analysis, financial modeling, profitability analysis, benchmarking, acquisition evaluation, and finance system improvements. The role also contributes to data integrity initiatives and develops valuation and analytical skills while assisting the Accounting and Finance department with special projects.

Manages insurance claims strategy, client relationships, claim resolutions, coverage expertise, presentations, carrier and TPA relationships, and claim-related projects. Supports onboarding and staff development, communicates with internal and external stakeholders, participates in insurance seminars, and uses claims and insurance technology platforms. The role requires extensive claims experience, strong negotiation and communication skills, and moderate travel.

Manages energy-sector insurance claims from strategy through resolution, advocating for clients and communicating with carriers, TPAs, legal resources, and consultants. Builds client and industry relationships, participates in presentations, claim reviews, renewals, and RFPs, and supports claim staff onboarding and development. Requires strong claims, coverage, negotiation, communication, mathematical, and problem-solving expertise, along with knowledge of oil and gas, renewables, or power generation.