Job Listings

- 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. #LI-JS1

- 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. #LI-JS1

- Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  - Client Management  - Leadsboth long- and short-term strategic consultation and planning efforts for client benefit program  - Ensures programs and plan design are in alignment with all applicable regulatory requirements  - Utilizesintermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team  - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting  - Carrier and Vendor Relationships  - Develops strong carrier and vendor relationships to support and participate in negotiation and advocacy during client coverage placement and renewal process  - Utilizes internal subject matter experts and practice leaders to bringcurrent and emerging markets and products, and brings solutions to the table 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 developmentof 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  - People Management  - Manages the work of the segment and assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations   - Facilitates segment team meetings, communicating division information   - Participates in the hiring process for direct reports as well as additional department hires   - Serves as a mentor and coach for members of the segment as needed   - Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met     #LI-JS1

- - Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives - Responsibility for executing the Taft Hartley & Government division’s strategic direction of solutions and tools - Lead both long- and short-term strategic consultation and planning efforts for client benefit - programs - Ensure programs and plan design are in alignment with all applicable regulatory requirements including ability to lead compliance conversations/reviews with client and provide non-legal review of carrier/vendor documents/contracts - Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team, including ability to prepare & deliver renewal presentations if needed - Direct the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - Responsible for ensuring client deliverables meet quality, accuracy and professional standards - Develop 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 - Coordinate 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 - Experience leading & participating in new carrier implementations across multiple benefit lines such as medical, Rx, dental, vision, life/disability/leave, etc. - 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 - Provide mentorship & guidance to Account Managers & Analysts - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participate in the hiring process for direct reports as well as additional department hires as - needed - Provide feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met - Participate in finalist and/or prospect meetings as determined by National Accounts Director & production staff - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA is currently seeking an account executive to support our growing real estate insurance business. Responsibilities may include but are not limited to:  - 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 reviews of the policies 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 & maintains carrier relationships - Manages a book of business with $1 Million - $1.5 Million in revenue - Plays a lead role on three or more large/complex client accounts - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Our Advanced Industries Practice is seeking an Account Executive to join our team out of our Denver, CO, office!  This is a great opportunity to work side by side with exceptional professionals focusing on the technology, life sciences, advanced manufacturing, and digital asset industries.  We are focused on providing excellent service to our clients, developing comprehensive and unique insurance programs that best fit their philosophy and needs.   Essential job responsibilities include but are not limited to: - Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services. - Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business. - Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals. - Supports in winning new business through development of insurance program for new accounts. - Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients. - Prepares for and facilitates meetings with key IMA stakeholders and clients. - Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services. - Develops & maintains carrier relationships. - Manages a book of business that is typically 25-40 clients with approximate revenue of $1.3 Million - $1.7 Million. - 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. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. #LI-JS1

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - 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 - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met    

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - 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

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 #LI-JS1

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 #LI-JS1

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - 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 - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met

  Essential job responsibilities include but are not limited to:   - Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. - Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from Account Executive. - Demonstrated ability to anticipate client problems and provide solutions proactively. - Receives quotes, reviews for accuracy/desired coverage's, terms, and pricing, and discusses with Account Executive. - Receives policies from carriers, and advises Account Specialist of any next steps. - Ability to perform premium allocations, surplus lines tax calculations, renewal and new business certificate of insurance master template preparation and approval, on-demand certificates, policy endorsements, resolving coverage and premium discrepancy issues, and managing coordination of audits on expired and/or non-renewed policies. - Conducts contract reviews with respect to insurance requirements and understands various terminology to ensure clients coverage needs are adequately addressed. - Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure adequate service standard needs are met. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.  

  Essential job responsibilities include but are not limited to:   - Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. - Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from Account Executive. - Demonstrated ability to anticipate client problems and provide solutions proactively. - Receives quotes, reviews for accuracy/desired coverage's, terms, and pricing, and discusses with Account Executive. - Receives policies from carriers, and advises Account Specialist of any next steps. - Ability to perform premium allocations, surplus lines tax calculations, renewal and new business certificate of insurance master template preparation and approval, on-demand certificates, policy endorsements, resolving coverage and premium discrepancy issues, and managing coordination of audits on expired and/or non-renewed policies. - Conducts contract reviews with respect to insurance requirements and understands various terminology to ensure clients coverage needs are adequately addressed. - Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure adequate service standard needs are met. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.  

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associate - Provide quality professional service to clients in all aspects and phases of existing insurance accounts - Keep Sales Executives fully informed of all important activities on their accounts. - Monitor expiration list for client accounts and initiate renewal process. - Provide comprehensive marketing of new and renewal business and develop market strategy as required; account placement from start to finish without direct supervision. - Develop, coordinate and pull together client and insurance company presentations. - Provide accurate information to underwriters and respond to client requests. - Perform all tasks in the day-to-day servicing and maintenance of Sales Executive’s book of business in a timely, accurate and professional manner. - Check new and renewal policies for accuracy, based on proposals, applications and expiring policies. - Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. - Participate in meetings, seminars and classes for skill and knowledge development - Effectively communicates client updates to appropriate team members - Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client service - Maintains regular, professional contact to create and foster relationships with client representatives - Researches and resolves issues and requests in a timely manner – including issues that require direct interactions - Answers questions related to benefits program - Conducts reviews and works to provide guidance on compliance related matters - Client meetings - Assists in and prepares materials and collateral for meetings and discussions - Actively participates in discussions - Records and reports meeting discussions and action items - Carrier and vendor management - Assists new vendor/carrier implementations - Reviews carrier, vendor, and plan documents and contracts - Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner - Communication and education - Works with client to develop short and long-term employee communication objectives - Creates member facing collateral pieces to promote and clarify benefit program features - Assists with in person, virtual, and telephonic sessions to provide information and plan details to participants - Uses regular interactions to update clients on carrier and vendor partner features and services - Internal partnerships - Actively participates and contributes to client service team operations - Effectively communicates client updates to appropriate team members - Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

- Responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team. This position will serve existing clients as well as prospective clients.   The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator. - Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients. - Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year. - Manage client requests from inception to completion with limited direction. - Prepare materials and attend all client meetings as an active member of the client service team. Develop action items from meetings and follow through to completion. Document meetings and client decisions. - Identify client issues and trends as they surface and suggest solutions. - Manage the renewal process from start to finish including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork. - Actively manage and oversee the implementation process for new benefits and carrier changes. - Prepare written communications such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries. - Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what’s changing. Prepare open enrollment presentations and communications to meet client needs. - Develop and maintain professional relationships with vendor partners and clients. - Provide employee advocacy services to clients including personalized and confidential eligibility, billing and claim support. - Review insurance documents, contracts and SPDs for accuracy. Provide peer review support to other team members work products. - Assist clients to comply with various federal, state and insurance company requirements including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc. in conjunction with client service team. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients.   #LI-JS1

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - 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 - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met    

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client service - Maintains regular, professional contact to create and foster relationships with client representatives - Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions - Answers questions related to benefits program - Conducts reviews and works to provide guidance on compliance related matters - Client meetings - Assists in and prepares materials and collateral for meetings and discussions - Actively participates in discussions - Records and reports meeting discussion and action items - Carrier and vendor management - Oversees new vendor/carrier implementations - Reviews carrier, vendor, and plan documents and contracts - Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner - Communication and education - Works with clients to develop short and long-term employee communication objectives - Creates member facing collateral pieces to promote and clarify benefit program features - Leads in person, virtual, and telephonic sessions to provide information and plan details to participants - Uses regular interactions to update clients on carrier and vendor partner features and services - Internal partnerships - Actively participates and contributes to client service team operations - Effectively communicates client updates to appropriate team members - Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.  

- Assist with the insurance carrier accounts payable function for all locations’ operations, including but not limited to: - Reconciling billing statements - Processing and making payments to insurance carriers for premiums owed by IMA clients - Acts as a resource to internal teams on processes and guidelines to be followed, to ensure proper processing of carrier invoices - Filing and other administrative tasks - Communications with key internal and external stakeholders - Process electronic payments - Help with Accounting Department tasks as needed - Interact professionally and timely with carriers via email and phone - Perform functions of the role within an IMA office more than 50% of the time - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

  - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Work closely with Medicare Advisor(s) to provide non-advice-related support to clients, including maintaining contact with clients to provide or obtain updated information, scheduling client meetings, and responding to administrative client queries. - Assist Medicare Advisor(s) with the enrollment process of Medicare Supplement/Medigap plans, Stand-Alone Part D Prescription Drug Plans or Medicare Advantage Prescription Drug Plans for clients/prospects. - Review and maintain the accuracy of client data submitted at all stages of the relationship from placement to renewal. - Support in the creation of presentations for both internal and external clients/partners including ad hoc information requests - Interact professionally and timely with clients via email, phone, and in-person