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.
- Leadership:
- Ultimately responsible for all workflow and customer service standards compliance for Service Teams.
- Provide leadership to team members through consistent meetings to provide ongoing training and development opportunities; recognize opportunities for growth; assist in their expansion of industry knowledge to better serve our clients.
- Drive results and provide governance of strategic initiatives.
- Work closely with the Leadership Team to support and develop agency initiatives.
- Foster positive working relationships with Clients, Producers, and Client Advisor teams.
- Manage P&L for the market and provide updates to Leadership Team.
- Empower employees to take responsibility for their jobs and goals.
- Ownership of vendor / partner relationships by market (i.e., Denver)
- Ownership of EPIC metrics for measuring revenue.
- Partner with Producers to meet clients and bring in new business.
- Actively participate in IMA management meetings.
- People Management:
- Provide leadership to team members through consistent meetings to provide ongoing training and development opportunities; recognize opportunities for growth; assist in their expansion of industry knowledge to better serve our clients.
- Strategic assignment and reassignment of business with Account Executives, as needed throughout the year, contemplating growth, shifts in service center business and development of associate knowledge / expertise and opportunity.
- Responsible for day-to-day coaching and management of team including escalated client, carrier and accounting issues.
- Manage PTO approval, performance reviews, timecards, back-up plans.
- Serve as gatekeeper for complaints / challenges (client, producer, marketing, etc.) or E&O related matters.
- Account Service:
- Manage a small book of business and build relationships with clients.
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- Bachelor’s degree preferred
- 5 to 10 years of insurance industry experience
- A state Life and Health license and will fulfill continuing education requirements to retain licensing
- Prior management experience with demonstrated ability to drive results in a team-oriented workplace
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Compensation & Benefits
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.
Why Join IMA?
We’ve built a reputation for putting our associates first
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 work in teams. We sell in teams. We win and prosper as a team
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.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
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.
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Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
See what it feels like to be supported by IMA on your career journey.
