Teams at IMA Financial Group

Manages employee benefits clients through strategic planning, plan analysis, regulatory alignment, carrier and vendor negotiations, renewals, and claims resolution. Leads service teams, prospect presentations, RFP responses, special projects, and agency committees. Serves as a benefits strategy subject matter expert, mentors associates, participates in hiring, and oversees performance and professional development. Requires extensive benefits brokerage or medical carrier experience, Life and Health licensure, strong communication, and advanced business acumen.

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.

Manage a $500,000–$700,000 personal lines insurance book, leading renewals, coverage analysis, risk strategy, carrier negotiations, marketing submissions, and client meetings. Develop tailored coverage solutions, support new business, maintain carrier relationships, and ensure account data and policies are accurate. The role serves as a strategic client advisor, requiring strong communication, delegation, leadership, industry knowledge, and proficiency with insurance management and Microsoft Office tools.