IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.
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
- Prospects and qualifies new accounts which meet the IMA Select criteria
- Identifies target audience and builds a pipeline of prospects and centers of influence meetingthat criteria
- Gathers and organizesappropriate informationrequired to prepare marketing submissions to insurance carriers
- Enters key information into and updates the Agency CRM throughout the sales process
- Using a consultative sales approach, leads and conducts proposals for successful individuals and families
- Develops centers of influence and leads source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.
- Responsibility for the overall growth of individual book of business through new and existing client relationships
- Develops an annual business plan to meet the established premium and revenue goals as established with market leader
- Developsinto a trusted advisor to educate and advise clients and prospects
- Identifies and coordinates cross selling opportunities within IMA
- Maintains professional conduct and manner that represents IMA and IMA Select in the community
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- Retain current clients.
- Annually design and execute an individual business plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
- Lead the marketing effort.
- Responsible for Client Accounts Receivables.
- Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR).
- Achieve significant level of expertise and remain current.
- Accept responsibility for final product and service to client. AE’s may delegate activity but not responsibilityDevelop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development as well as be available to help all others in their development.
- Network within the community and centers of influence in order to recognize and maximize business opportunities.
- Understand and adhere to core values philosophy.
- Other projects upon management’s request.
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- Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant
- Effectively work within EPIC, our agency management system
- Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews
- Maintain working relationship with claims to coordinate and review claims and analyze trends
- Follow department quality and work product guidelines
- Responsible for daily coordination of the work assignments within the support team
- Act as the liaison with Accounting and the Client on invoicing and payment issues
- Interacts professionally and timely with clients via email, phone, and in-person
- Performs functions of the role within an IMA office 60% of the time
- Maintains a proactive approach, focusing on claim resolutions and strategies; advocates for the timely resolution of claim matters
- Communicates pertinent claim information on a timely basis to internal and external clients
- Develops strong working knowledge of Applied Epic and Carrier Interface Systems
- Develops external relationships with internal and external clients
- Assists on Claims Projects, coordinates claim reviews, reports, loss runs, or other tasks as assigned
- Demonstrates technical insurance knowledge
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
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 Dallas or Ft Worth office. Responsibilities may 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
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Supports in winning new business and set up of new accounts
- Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
- Prepares for and facilitates meetings with key IMA stakeholders and clients
- Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
- Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develops and maintains carrier relationships
- Manages a book of business with $1 Million - $1.3 Million in revenue
- 50% of book of business revenue is within the Emerging market
- 50% - 60% of book of business revenue is within the middle market, independent of Account Executive Level 3 coaching
- Plays a lead role on three or more large/complex client accounts
- Spends 5-10% of time supporting producers in winning new business
- Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
- Structures a strong, long-term partnership with assigned clients
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- 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 applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Partners with AE on client interactions, negotiations, technical analysis, and program design
- Supports AE with new client onboarding
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
The business development consultant will be a key contributor to the growth of our employee benefit practice. This associate will serve as the liasion between our sales and service team creating a seamless transition, and act as a subject matter expert resource. Responsibilities may include but are not limited to:
- Manages all aspects of the sales cycle, including creating a strong relationship with potential clients, developing an effective sales strategy, closing deals, and handling post-sale service issues
- Conduct research to identify new markets and customer needs
- Attends business meetings with prospective clients
- Promote IMA’s products/services addressing or predicting clients’ objectives
- Keep records of sales, revenue, invoices etc. (SalesForce)
- Provide trustworthy feedback and after-sales support
- Conduct high-level industry research to develop effective sales solutions
- Promote the company’s products or services to prospective clients
- Provide continuous, constructive feedback to Producers
- Interact with clients and respond to inquiries about IMA’s products or service
- Carrier and Vendor Relationships
- Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary
- Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning
- Production Partnership
- Participates in finalist and/or prospect meetings in partnership with production staff as appropriate
- Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested
- Partners with production staff to ensure compensation received is properly executed
- Internal Resource
- Availability to serve as a resource for other agency benefits staff throughout the entire benefits division
- Strong commitment to participation in department or agency-wide committees and special projects
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
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 uncertainty and improve deal outcomes. For PE firms, IMA offers portfolio-wide solutions including insurance portfolio programs, claim advocacy, risk control, ESG considerations, and a client-facing platform that provides instant access to insurance data, monitoring and tracking. IMA’s full-service brokerage model helps buyers maximize enterprise value while ensuring portfolio companies have adequate levels of support and protection throughout the investment lifecycle. This position is open to location, but it is preferred to be located out of an IMA office.
In this role you will have responsibility for building out the Property & Casualty side of the Private Equity and M&A Practice including its growth, thought leadership, innovation, strategy and implementation of the Property & Casualty book.
Essential job responsibilities include but are not limited to:
- Cultivate and maintain professional and proactive communication level with clients, production staff, Project Managers and other associates
- Establish and monitor broking strategy and growth goals with key carrier partners
- Identify opportunities and develop proprietary and/or preferred terms and conditions with key carrier partners
- Identify opportunities to develop proprietary products and services for PE and M&A clients
- Work with Industry Specialty Leaders, Product Specialty Leaders and Marketing Leaders to develop, communicate, execute and monitor carrier strategy for commercial lines of insurance
- Develop playbook for non-PE and M&A service teams across IMA to access and utilize PE and M&A underwriters (as deemed appropriate) to drive better results for their PE-backed accounts and ensure their efforts are aligned with the PE and M&A team’s marketing strategy
- Develop, coordinate and monitor strategy with accounts that qualify as IMA Select business
- Drive new business growth by establishing cross-sell initiatives for Employee Benefits-only and Executive Risk-only accounts
- Identify opportunities to work with producers to target new business in conjunction with carrier strategies and new businesses with commercial insurance portfolio programs
- Responsible for overall Property & Casualty insurance broking strategy for deal activity including:
- Develop marketing/broking strategy for new business to increase revenue to IMA at deal close
- Establish best in class coverage specifications for Project Managers to utilize
- Support Project Managers in preparing, submitting, and negotiating new business marketing to insurance carriers to ensure that the client’s commercial objectives are achieved
- Build out a team to support the deal activity broking process
- Monitor and coordinate training and development of all future team members
- Attend education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills
- Participate in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
- Attend carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
- Communicate with all of the Commercial Lines Leaders and Market Presidents regarding department strategies, needs, and performance
- Participate in prospect meetings and RFPs as it relates to IMA’s capabilities and strategies within Property and Casualty
- Work with marketing team to create and distribute quarterly white papers
- Establish Commercial section of Fund Stewardship Reports
- Update marketing material as needed and develop RFP response content
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
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 core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Supports in winning new business and set up of new accounts
- Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
- Prepares for and facilitates meetings with key IMA stakeholders and clients
- Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
- Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develops and maintains carrier relationships
- Manages a book of business that is > $1.5 Million in revenue
- <10% of book of business revenue is within the Emerging market
- < 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight
- 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels
- 10% + of time is spent supporting producers in winning new business
- Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
- Structures a strong, long-term partnership with assigned clients
- Offers client team management/coaching for Level 2 Account Executives
- Offers internal team management/coaching for Level 2 Account Executives
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- Manage a book of business comprised of high net worth clients amounting to over $350k in revenue
- Process policies as new business, renewals or rewrites. Process changes and follow up with client as necessary. Maintain client profiles/policies in agency management system
- Develop and maintain excellent relationships with our partners, carriers and vendors
- Process incoming email, mail andcalls from clients, lenders and insurance company personnel
- Maintain and be responsible forexpiration reports
- Counsel clients and team on coverage and limits
- Assess when accounts need to be taken to market, quote and propose
- Provide proactive Risk Management techniques in identifying, analyzing and responding to a client’s needs
- Provide renewal summaries of insurance in accordance with renewal service standards/schedule renewal meetings, when necessary
- Responsible to actively account round and cross sell when appropriate
- Understand risks/needs with high net worth clientele and proper carrier placement
- Work with underwriters to create unique risk solutions for high net worth clientele
- Review monthly statements from accounting and take necessary action
- Provide mentorship to team to help facilitate growth of team members, provide coverage for team members when necessary, collaborate with team and department manager to assist with time-sensitive work or when team is overloaded
- Work accurately and timely in all processes
- Understand and follow all company and department processes and procedures
- Work efficiently and effectively in a team environment. Ensure behavior consistently reflects the best interests of the team and the client
- Project a positive attitude toward company goals and team objectives
- Utilize intuitive behaviors to work with various personalities and styles
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Responsible for the day-to-day servicing of contract and/or commercial surety accounts, including but not limited to:
- Reviewing and approving all new and renewal bond requests, consents, riders, etc.
- Performs accurate and consistent contract and job specification review
- Reviews and executes bonds subsequent to bonds being prepared by SAR
- Back up SAR when additional support and document preparation is needed
- Prepares surety indemnity agreements and applications
- Prepares surety reference letters for clients and report to A/E and surety, with guidance and approval for all larger and complicated project letters granted by the A/E and Surety
- Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
- Responsibility for following up on contracts, financial statements, bank information, work in progress schedules and other pertinent underwriting information, with moderate guidance
- Responsibility for consistently communicating with A/E and Producer regarding any significant projects, issues, etc.
- Works with AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
- Works with AE in developing and submitting surety submissions to the marketplace
- Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis
- Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures
- Actively supports the team by participating in the completion of all duties required to complete a project and service an account
- Performs functions of the role within an IMA office 50% of the time
IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.
Responsibilities include, but are not limited to:
- Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions
- Pursues and sells our services to retirement plan prospects
- Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team
- Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations
- Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence
- Works collaboratively with entire IMA team to provide a consistent client experience
- Develops and maintains effective working relationships with internal and external partners
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
- Assume responsibility for the proper and timely issuance of certificates and maintenance of certificate files.
- Manage database including policy information and specificiation information.
- Order, check and process endorsements and audits.
- Preparation of renewal information renewal marketing.
- Invoicing of documents.
- Loss recap display preparation.
- Request premium finance quotes from the accounting department and premium allocation, as needed.
- Adhere to all company systems, procedures and insurance company regulations.
- Special projects as requested including but not limited to contract review, quote review, policy checking, proposal review and updates.
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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.
- 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 appropriate information required to prepare marketing submission to insurance carriers.
- Enter key information into and update the Agency CRM throughout the sales process.
- Using a consultative sales approach, lead and conduct proposals for successful small, mid-size and emerging businesses.
- Develop referral source partners through networking, business professional service providers, community involvement, etc.
- Become a visible leader in an industry and actively participate in industry associations, organizations, boards and charities as appropriate.
- Responsible for the overall growth of your book of business through new and existing client relationships.
- Develops and maintains an effective network within the industry and business community.
- Develop an annual business plan to meet the established premium and revenue goals as established with your market leader.
- Develop yourself as a trusted advisor to educate and advise clients and prospects.
- Identify and coordinate cross selling opportunities within IMA.
- Conduct yourself in a professional manner that represents IMA and IMA Select in the community.
- Responsible for accurate and timely communication with client, team lead, and producers.
- Function as the primary client contact.
- Collaborate with internal departments to coordinate services for clients.
- Manage client renewal process and marketing, to include gathering renewal information.
- Train and direct workflow for Analysts, Associate Client Managers, Client Managers, and Senior Client Managers, as assigned on the team.
- Attend client meetings with producer and provide expertise in strategic planning and consultative advice to clients.
- Carrier negotiations, strategy, and analysis.
- Maintain an organized workflow and schedule.
- Provide producer/client with renewal proposals on accounts.
- Responsible for renewal process and assist with new business.
- Participate and contribute to maintaining client service plans and stewardship reports.
- Ensure accuracy of endorsement requests, invoicing, audits, and cancellations.
- Responsible for accuracy of your work product and that of others assisting you.
- Provide exceptional internal and external client services.
- Attend carrier events and meetings, as required.
- Final check on policies for coverage.
- Conduct yourself in a professional, collaborative, and respectful manner.
- Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders.
- Maintain high level designation appropriate for this position i.e., CIC, CRM, CPCU, ARM.
- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
- Lead the marketing effort.
- Responsible for Client Accounts Receivables.
- Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR).
- Achieve significant level of expertise and remain current.
- Accept responsibility for final product and service to client.
- Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development as well as be available to help all others in their development.
- Network within the community and centers of influence in order to recognize and maximize business opportunities.
- Understand and adhere to core values philosophy.
- Other projects upon management’s request.
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Essential job responsibilities include, but are not limited to:
- Financial Tracking and Reporting:
- Develop and maintain renewal pro-forma and regular performance reporting, identify and reconcile accounting differences, and prepare premium, exposure, and loss exhibits
- Develop processes to track and monitor premiums, taxes, expenses, exposures and claims
- Verify and validate data to assure accuracy of reports produced
- State Self-Insurance Pools: Perform inhouse accounting functions, including bank and investment accounts, preparation of checks, financial reports and reconciliation; preparation of monthly financial reports for clients and board members. Prepare quarterly and financial reports for regulators; and liaison with financial institutions
- Underwriting and Rating:
- Work within established underwriting processes from Compliance and Underwriting Manager, determine the eligibility of risk, apply rating and pricing methodologies, and determine coverage terms
- Work at direction of Compliance and Underwriting Manager to be responsible for account servicing needs during the policy year including rating, quoting, binding, and issuing policies and endorsements.
- Accountable for maintaining account files including rating systems, core files and transactional files
- Maintain program underwriting logs and production statistics as needed
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
IMA Select is currently seeking an insurance professional to join this Overland Park, Kansas based team, focusing on our private clientele. Under the direction of the team lead, this individual will have the opportunity to be a key advisor for our client's personal and small business insurance needs.
- Supports and demonstrates IMA Select’s core values
- Values and understands the importance of diversity, equality, and inclusion among all IMA associates
- Responsibility for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
- Cultivates and maintains excellent communication and relationships with clients and insurance carriers
- Interacts professionally and timely with clients via email, phone, and in-person
- Develops remarketing strategy in accordance with client servicing standards and market changes
- Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
- Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
- Participates in cross-selling new or adding additional lines of coverage or services on existing accounts
- Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
- Attends education classes in combination with individual study programs to expand technical coverage knowledge
IMA Wealth is looking to add a Retirement Plan Analyst to our growing team of experienced professionals. This role will be a valuable member of our Retirement Plan Advisory Team and primarily support our Private Equity and M&A practice.
IMA's Private Equity and M&A Practice provides a broad scope of commercial insurance, employee benefits and retirement consulting services designed to assist buyers and target companies throughout the lifecycle of an M&A transaction. We serve a variety of financial sponsors including private equity funds, family offices and strategic buyers. Our comprehensive, informational, and consultative analysis provides investors, executive leaders, and HR teams the insight they need to make informed decisions.
Working in collaboration with our Retirement Team leadership, responsibilities include but are not limited to:
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
- Interact professionally and timely with both internal and external clients via email, phone, virtual and in-person meetings
- Coordinate with the Project Manager on timeline, process, and deliverables
- Participate throughout all aspects of the assigned projects.
- Access virtual data rooms and other resources to obtain all necessary information and documents
- Handle sensitive information and maintain confidentiality
- Preparation of Retirement Program Due Diligence Reviews which include, but not limited to:
- Inventory of all retirement programs
- Preparation of an executive summary of findings
- Prepare a detailed review of provisions for each program, Including:
- Plan health comparison against peer group benchmarksTotal cost analysis and fee benchmark
- Portfolio analysis including weighted investment expense, excess returns analysis, and portfolio construction
- Comprehensive compliance and fiduciary governance review, when applicable
- Recommendations for resolving any material issues such as compliance gaps
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Prepares information needed to market new and renewal business
- Identifies and assesses business that may fit into carrier programs
- Independently interfaces with clients and carriers to solve problems and answer questions
- Develops and maintains proactive communication with clients
- Reviews and analyzes quotes, and negotiates the terms of the transaction
- Prepares draft proposals, submissions, and quotes
- Monitors market changes and performs marketing activities as needed by Broker
- Maintains knowledge of insurance coverages, carriers, and their business practices
- Gathers underwriting information from retail agents
- Assists with invoice management
- Provides exceptional customer service to incoming calls
- Executes other duties as assigned