IMA New York Grows Employee Benefits Practice

Former UnitedHealthcare exec makes bold move from carrier to brokerage firm

(NEW YORK – July 29, 2024) IMA Financial Group, Inc. welcomes Shawn A. Jacobs to its team in the newly created role of Employee Benefits New Business Client Executive. Jacobs’ appointment marks a significant move for the top 25 brokerage firm, which recently expanded into new offices at 1155 Avenue of the Americas in New York City.

“Shawn adds a valuable perspective to our growing employee benefits practice. His deep understanding of the relationships between the carrier, broker, and third-party administrators strengthens our relationships in the industry, making him an excellent addition to our team,” said Michael Bodack, IMA New York President. “His expertise will undoubtedly enhance our ability to provide exceptional service and unique solutions to our clients.”

Jacobs comes to IMA Financial Group from UnitedHealthcare, where he served as a Strategic Account Executive with UMR, the nation’s largest Third-Party Administration Company. His wealth of experience, spanning over 17 years, includes notable positions with Health Net of the Northeast, UnitedHealthcare’s fully insured commercial lines of business, Weight Watchers Clinical Solutions Health Plan Initiatives, and POMCO’s Third-Party Administration.

As New Business Client Executive, Jacobs will play a pivotal role in the growth of the employee benefits practice. He will serve as a trusted insurance and employee benefits advisor as the liaison between IMA’s sales and service teams; creating a seamless transition, and act as a subject matter expert resource.

“Transitioning from a carrier to a brokerage is an exciting new chapter in my career,” said Jacobs. “IMA Financial Group is known for its innovative approach and commitment to client success. This move allows me to leverage my experience in a new way, providing tailored solutions and strategic insights that will benefit our clients immensely.”

IMA Financial Group has been on an impressive growth trajectory, having entered into 28 strategic partnership agreements with various firms in the commercial insurance sector since 2020. The firm established its New York presence in 2022 through a partnership with York International Agency LLC. The recent opening of its largest East Coast office underscores IMA’s commitment to expanding its footprint and capabilities.

About IMA Financial Group

IMA Financial Group is an independent broker defining the future of insurance through comprehensive and consultative risk and wealth management services. A majority employee-owned and managed company, its 2,500-plus associates in offices across the country are empowered by a shared mission to protect assets and make a difference.