Job Listings

- 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

- Retain current clients. - Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. - Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. - Manage client service work product ensuring compliance of internal standards and procedures. - Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed. - Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly. - Prepare accurate proposals. - Place coverage, oversee invoicing, and document to client. - Assist in account reconciliations, as requested or as needed. - Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity. - Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service. - Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters. - Prepare various displays or other documentation, as requested by the Account Executive or client. - Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F’s commitment to quality management and control. - Complete projects upon management’s request. - Work with other Account Team members to ensure client needs are met. - Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship. - Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested. - Additional projects as requested by management.

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

We are seeking an Account Manager to join our Property & Casualty Diversified lines team in Wichita, KS! This person will serve 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 all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements.    Responsibilities include, but are not limited to: - Partner with Account Executives on client interactions, negotiations, technical analysis, and program design and support with new client on-boarding - Build ability to anticipate upcoming needs and changes through client or underwriter communications or industry changes - Assist in the creation of marketing submissions and manage ongoing negotiations with carriers - Receive quotes, review for accuracy and desired coverages, terms, pricing from submission, generate and populate the proposals, and send to Account Executive for completion/review - Receive policies, send instructions to the applicable Center of Excellence representative, and keep Center of Excellence team abreast of any changes that occur during negotiations - Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation and 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 - Other duties that fall within scope of the job - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA's Certificate Compliance (IMACC) team is seeking a Managing Director to join our group! This role will lead the IMACC team as an active liaison between agent and IMA, Inc. clients, communicate with the Market President regarding department strategies, needs, and performance, and evaluate performance of team members while developing talent and establishing career progression. This role is eligible to be located out of any IMA market!    A successful applicant must have the ability to effectively manage internal and external client relationships, possess a strong business acumen, be technology savvy, and excellent problem solving and communication skills.    Responsibilities include, but are not limited to: - Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements - Provide detailed and accurate reviews and answer client inquiries about compliance matters - Follow up with insurance agents to verify policy coverage and cancellations - Perform client account review and interact professionally and timely with clients - Actively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hires - Provide leadership and manage the service associates within the given teams including the oversight of the responsibilities of the specific role of the associate - Direct the service teams' work assignments and mange the work of the unit team and assigned associates to provide clear communication of expectations, established time frames, regular progress updates, and annual performance evaluations - Facilitate unit team meetings, communicating division information - Serve as mentor and coach for account executives as needed - Perform functions of the role within an IMA office 0-50% of the time - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Primary Role:  Responsible for producing and maintaining the financial review of client’s employee benefits for a book of business of mid-size and large self-insured clients as part of a client service team.  This position will serve existing clients as well as prospective clients.  The ideal candidate will be a team player with a strong aptitude to problem solve, attention to detail, negotiate, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator.   Essential Job Functions: - - Provide an in-depth summary and analysis of client’s monthly experience and quarterly utilization for fully-insured and self-insured groups for all different platforms. - Ability to lead and mentor junior Analysts  - Produce renewal projections for all clients with experience, both fully-insured and self-insured. - Order the DMW while providing an overview of the annual report and evaluating utilization patterns through drill downs. Present suggestions of ways to help improve utilization and overall cost of the plan. Write an accompanying executive summary. - Use the actuarial model within Zywave/DMW to develop plan modifications. - Extract benefit and rates for preparation of renewal from carrier contracts and illustrate within Excel proposals. - Request and evaluate renewals for fairness and accuracy. - Market group benefits when necessary. - Illustrate benefit modification and alternate contribution scenarios. - Perform stop-loss renewal analysis and negotiations - Create COBRA rates; provide IBNR updates - Perform network discount and PBM analyses - Provide peer review support to client team members. - Negotiate with carriers on clients behalf. - Ability to be resourceful and creative in providing solutions for the client to help control costs while continuing to offer competitive options. - Attend client meeting and participate in presentation. - Serve as an internal resource for specific analytical work for fully insured groups. - Develop and maintain carrier and client relationships. - Assist in training new employees and help to develop and maintain team processes. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients. - Keep pulse on marketplace to monitor trends and identify new products and solutions. #LI-JS1

  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 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

- 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

- Responsible for assigned book of business amounting to $800k in revenue - Process renewals and incidental new business, cancellations and policy changes - Responsible for accuracy of your work product and that of others assisting you - Maintain and be responsible for expiration log and renewal list - Market renewal policies, as requested by Producer - Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients - Check policy coverages, changes and amendments for accuracy and relevance - Respond to or refer insured's and underwriter's questions or requests - Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times - Verify commission schedules with carrier and accounting department for each account - Assist Producer and Client in the reconciliation of client accounts, as necessary - Maintain Applied computer system documentation as required by the Employee Benefits Department - Maintain and be responsible for upkeep of client technology tools - Generate client open enrollment materials and conduct open enrollment meetings, as needed - Present marketing results and strategies with decision makers - Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required - 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

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    

Essential job responsibilities include but are not limited to: - - Serves as the firm-wide resource for all RIA risk & compliance topics - Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks - Serves as named Chief Compliance Officer for regulated entities within IMA Advisors - Works closely with leadership of all RIA functions to ensure that systems and processes are designed with operational and compliance requirements in mind - Starts from a solution-focused posture, focusing on how to achieve business results within legal and regulatory requirements - Carefully balances a partnerly, service-minded relationship with operational staff and an independent, risk-minded stance on behalf of firm leadership - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands compliance infrastructure to new markets - Selects and manages 3rd party partners to enhance compliance capabilities - Progresses role in conjunction with firm growth, and provides ongoing assessment of compliance resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide compliance opportunities and to support divisional growth - Training - Works with 3rd party partners and RIA staff to assess and deliver training programs in multimedia formats, and develops and maintains training courses and content - Onboards new advisors and teams to IMA compliance programs - Is primary resource for compliance questions - Analysis - Conducts periodic analysis of client accounts to identify potential compliance issues - Conducts departmental analysis of compliance program elements to identify problems and opportunities to improve efficiency and effectiveness - Researches and recommends new compliance program features/upgrades and coordinates resulting implementation - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc compliance reports for RIA and IMA Advisors management, IMA finance, and general business decision support - Assists advisors with client-specific reports and requests - Drives business analytics on firm’s entire book of business to identify trends, concerns and opportunities

Essential job responsibilities include but are not limited to: - Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interest - Drives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clients - Primary resource for Private Wealth Advisors and service team members on all investment topics - Oversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment options - Accountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clients - Identifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth business - Collaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platforms - Supports a culture of compliance with strong investment processes and thorough documentation of investment-related decisions - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new markets - Progresses role in conjunction with firm growth, and provides ongoing assessment of operational resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide opportunities and to support growth - Training - Works with 3rd party partners and end-users to assess and deliver investment-related training programs in multimedia formats; develops and maintains investment-related training courses and content - Onboards new Private Wealth Advisors and teams to investment platform - Primary resource for investment-related questions and solutions - Acts as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectives - Analysis - Conducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectives - Researches and recommends new investment platform options and coordinates resulting implementation - Continuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performance - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision support - Assists Private Wealth and Retirement teams with client-specific reports and requests related to investments - Drives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investments

  - 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

Essential job responsibilities include however are not limited to: - Lead the development of IMA Retirement's Education and Engagement resources and tools. - Develop and maintain curricula for delivery of content specific to individual client needs. - Oversee the creation of education strategies and campaigns to encourage employee participation in the company sponsored plans. - Promote IMA’s Wellcents offering to existing clients as well as part of our Whole Heatlth initiative to within IMAFG. - Create procedures, analysis, and metrics of education programs to assess overall engagement, utilization, and profitability (success). - Develop strategies and tools to help retain participant assets and capture rollovers. - Develop tools and strategies to facilitate referrals between IMA Retirement and IMA Private Wealth. - Development and oversight of the team of Educational Specialists. - Develop Plan Sponsor Fiduciary education program.

We are seeking an Account Executive to join our growing Global Property & Casualty team! This position is responsible for the design and implementation of International Programs and Controlled Master Programs and performs the review of international insurance programs and policies for adequacy, accuracy, and appropriateness.   A successful applicant will have a strong business acumen, professional, the ability to build relationships, strong problem solving skills, effectively communicate with a variety of parties and cultures, and be team-oriented. This position is eligible for remote work!   Responsibilities include, but are not limited to: - Prepare and market global renewal submissions, including gathering information and the marketing and delivery of submissions to underwriters and negotiating quotes - Prepare and deliver client facing presentations in either verbal or written format in a virtual or in person setting - Coordinate strategy meetings and participates in client account review meetings, marketing meetings, and client proposal presentations - Composing IMA and client facing documentation, presentation, and deliverables - Provide input in the development and implementation of departments policies, procedures, and follow-ups - Respond to and finalize Request for Proposals (RFPs) - Respond to inquiries, questions, and requests from internal and external sources - Research and maintain a functional understanding of international industry trends, product development, and government regulations globally - Assist Director of Global Risk and Benefits in training, mentoring of IMA associates, and department projects and initiatives - 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 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.

- 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

- - Interact professionally and timely with clients via email, phone and in-person - Prepare RFP for all ASO and fully insured submissions to market - Collect, manage, and review proposals - Update marketing results into spreadsheet ensuring accuracies, to be used internally and in client presentation - Review department to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing - Review department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provide communications internally and externally - Initiate review of all fully insured, ASO, stop Loss, plans, cost, and contract terms - Provide recommendations to Account Executive and present to client - Negotiate with carriers based on the targeted goals from Account Executive - Maintain ongoing relationship with carrier and vendor partners - Prepare and reviews benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis provided to Account Executive - Provide underwriting of all medical/Rx, dental, vision, life and disability plans and provides IBNR to client - Analyze data for inconsistencies and trends, providing recommendations to Account Executive - Provide a written and oral summary of findings to client - Build and customize reports to fit client needs - Prepare client presentation and presents in front of client - Lead client presentation of financial discussions - Train and review technical work, provide mentorship to analyst, and supports trainings within department - Support Account Executive and Producers when solicitating new business - Identify opportunities to create efficiencies and best practices - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates