Position Summary
The AI Enablement Analyst / Senior Analyst will accelerate AI adoption across IMA Advisors and help shift the division from ad hoc use to a governed, scalable, AI model.
This role partners with business leaders and subject matter experts to identify high-value opportunities for AI enablement, develop practical AI solutions that enhance productivity, improve decision-making, and increase operational scalability.
The role combines hands-on AI development, data readiness, business analysis, project management, and process improvement. The AI Enablement Analyst / Senior Analyst will identify and prioritize AI use cases, develop AI agents and workflow automations, support data quality and knowledge management initiatives, and support implementation efforts to drive adoption and measurable business value across the division.
This position is ideal for an analytical and technically curious professional who enjoys building solutions and collaborating across a diverse set of stakeholders.
Key Responsibilities
AI Opportunity Identification & Prioritization
- Serve as an AI advisor to leaders across the various business units of the division
- Facilitate stakeholder interviews and discovery sessions to uncover business challenges and identify opportunities for AI enablement.
- Analyze business processes and workflows to identify opportunities for automation and augmentation with leading AI solutions.
- Evaluate and prioritize AI use cases based on business value, feasibility, implementation effort, and adoption readiness.
- Maintain the division's AI opportunity intake process, prioritization framework, implementation backlog, and roadmap.
- Support the development of business cases and recommendations for AI investments and implementation decisions.
AI Solution Development
- Design, build, test, deploy, and maintain AI agents, copilots, workflow automations, and related AI-enabled solutions.
- Configure solutions using Microsoft Copilot Studio, Power Platform, Power Automate, and other approved enterprise technologies.
- Develop prompts, agent instructions, knowledge repositories, and supporting assets to maximize solution effectiveness.
- Support integrations between AI solutions, business systems, and data sources where appropriate.
- Collaborate with IT, Compliance, and business stakeholders to ensure adherence to governance and enterprise standards.
- Monitor solution effectiveness and continuously improve functionality, usability, and adoption.
Data Readiness & Knowledge Management
- Assess data quality, information architecture, and knowledge sources required to support AI-enabled solutions.
- Support data cleansing and standardization efforts that improve AI performance and business outcomes.
- Support efforts to create reliable, well-organized sources of information for AI consumption.
Required Qualifications
Education
- Bachelor's degree in Information Systems, Computer Science, Analytics, Engineering, or a related field.
Experience
- 2-4 years of professional experience in technology, analytics, product management, consulting, or a related field.
- Experience building AI agents, workflow automations, or low-code applications.
- Experience with Microsoft 365 information architecture, Microsoft Copilot, Copilot Studio, Power Automate, Power Apps, Power Platform, or similar technologies.
- Experience with Python, APIs, data integrations, scripting, or automation development.
- Familiarity with business intelligence, data analysis, and reporting tools.
- Familiarity with data cleansing, data governance, information management, or knowledge management initiatives.
- Familiarity with gathering and documenting business requirements and translating business needs into practical solutions.
- Experience supporting projects involving multiple stakeholders.
- Experience analyzing business processes and identifying opportunities for improvement.
Knowledge, Skills & Abilities
- Strong analytical, critical thinking, and problem-solving skills.
- Technical aptitude and ability to build solutions using AI and automation platforms.
- Strong understanding of AI governance concepts, including human review, approved tools, data privacy, confidentiality, source grounding, hallucination risk, bias awareness, and output validation.
- Ability to translate ambiguous business needs into structured workflows, requirements, and reusable AI-enabled processes.
- Ability to define and track success metrics for AI-enabled workflows, including adoption, efficiency, quality, risk reduction, and business value.
- Ability to operate effectively in a regulated or compliance-sensitive environment.
- Strong written, verbal, and presentation skills.
- Demonstrated initiative, curiosity, and willingness to learn emerging technologies.
- Strong attention to detail and commitment to quality.
Travel Requirements
- Ability to travel periodically to support stakeholder engagement, process discovery, training, workshops, and AI implementation efforts across business units and office locations.
Compensation
- Title and compensation will be determined based on relevant experience
The anticipated posting timeline for this opportunity is 8/27/2026 - 9/27/2026.
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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:
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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.Â
*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
- 2020-2023Â Business Insurance Magazine Best Places to Work in InsuranceÂ
- 2023 Inc. Magazine’s Best WorkplacesÂ
- 2023 Denver Business Journal’s Best Places to WorkÂ
- 2022-2023 Connecticut Top Work Places Â
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies Â
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded CompaniesÂ
- 2022-2023 Kansas City Business Journal’s Best Places to WorkÂ
- 2021-2023 Charlotte Business Journal’s Best Places to Work Â
- 2021-2023 Los Angeles Business Journal’s Best Places to WorkÂ
- 2021-2023 The Salt Lake City Tribune Top Work PlacesÂ
- 2021-2022 Puget Sound Business Journal’s Washington’s Best WorkplacesÂ
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large categoryÂ
- 2021 Dallas Business Journal’s Best Places to WorkÂ
- 2021 Alaska Journal of Commerce’s Best Workplaces in AlaskaÂ
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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. Â
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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.
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