Teams 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.