Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan s

What You'll Do Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Serves as the day to day contact for all client requests within a book of business (primarily Mid Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where appli

include but are not limited to Supports and demonstrates IMA's core values and understands the importance of diversity, equity, and inclusion among all IMA associates. Provides administrative support to Senior Leadership team members to include but not limited to development of spreadsheets, PowerPoint and other presentation materials and spreadsheets, and preparation of

What You'll Do Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/o

include but are not limited to Serves as the firm wide resource for all RIA risk & compliance topics Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks Serves as named Chief Compliance Officer for regulated entities within IMA Advisors Works closely with leaders

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

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 Prospect s , qualif ies , and close s new commercial accounts which meet IMA criteria Identif ies a target industry and/or market segment to focus network building, prospecting , and development of sp

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Executive Risk Solutions (ERS) capability group is seeking an Account Executive to join our team! This position will be responsible for the marketing of new and renewal business for our ERS team. A successful applicant must possess strong interpersonal and communication skills, be adaptable and flexible, strong problem solving and relationship building abilities. Th

Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Supports service teams by assisting with tasks required to service customers Assists with renewal process including preparation of pre renewal and annual comparison summaries Prepares and issues renewals and on demand certificates

What You Will Do Interact professionally and timely with clients via email, phone and in person to maintain regular, professional contact to create and foster relationships with client representatives Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools Lead both long and short term strategic consultation and pla

IMA's Private Equity and M&A Practice provides buyers and targets with a range of insurance, benefits and retirement products and services designed to assist them throughout the life cycle of the M&A transaction. For M&A activity, IMA's in house Transactional Liability Practice, Project Managers and Due Diligence Specialists bring depth and experience to address financial

IMA's Certificate Compliance (IMACC) team is seeking a Managing Director to join our group! This role will lead the IMACC team as an active liaison between agent and IMA, Inc. clients, communicate with the Market President regarding department strategies, needs, and performance, and evaluate performance of team members while developing talent and establishing career progr

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. Prospect and qualify new accounts which meet the IMA Select criteria. Identify target audience and build a pipeline of prospects and centers of influence which meet that criteria. Gather and organize

What You'll Do Account Executives at IMA are key strategic leaders of our P&C service teams, partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team based out of our Denver office (also open to remote). Responsibilities may include but are not limited to Supports and demonstrates IMA's co