Job Listings

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

What You’ll Do Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base. The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary...

ESSENTIAL JOB RESPONSIBILITIES (but are not limited to)

Account Managers and Senior Acocunt Managers at IMA are integral members of our service teams, serving as strategic points of contacts for our key clients. Our Energy division is currently seeking a passionate insurance professional to join this dynamic, growing, team. 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 - 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...

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:    - 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, resolving...

Primary (Essential) Functions: - Assist producers in handling and processing of new and renewal commercial lines business. - Provide in-house customer service to clients as assigned and requested.   Major Responsibilities - Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. - Maintain marketing sheet and update in Applied Epic. - Assist in...

ESSENTIAL JOB RESPONSIBILITIES:  

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 - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization - Helps design and then administers HR policies and procedures in large and/or complex markets - Responsible for building and maintaining successful relationships with leaders throughout assigned market(s), including Presidents and Executives, in order to gain understanding of business goals and...

  - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Handles escalated claim issues for all clients timely and efficiently. - Able to document all interactions with members via internal processes. - Able to participate in client meetings such as health fairs and open enrollment. - Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols. - Able to develop an understanding of benefit policies and can educate members on how their plans work. - Assists AM team during open enrollment to answer member questions. - Works with Employee Education Lead...

- 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...

- 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. -

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...

- 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...

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

- 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.

- 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. -

  - 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 -

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...

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...

  - Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date - Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan sponsor - Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence - Demonstrates knowledge concerning ERISA laws & guidelines for the...