Job Listings

Senior Account Managers at IMA are experts in commercial property and casualty insurance and serve as key teammates to contribute to the success of the company and our clients. Our real estate team is currently seeking an additional experienced associate. 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 (comprised of a mix of Mid-Market & Large/Complex accounts) - With direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.) - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE - Supports in winning new business & supports AE with new client onboarding - Demonstrates ability to anticipate client problems and provide solutions proactively - Anticipate client problems and provide solutions proactively - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations 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, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies - As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance  

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

- 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. #LI-JS1

- 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 - 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

- 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 Wichita Construction group is seeking an Account Specialist to join our team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.   Responsibilities include, but are not limited to:  - Interact with clients regarding special program needs and new assignments - Understand and deliver on unique client expectations within book of business - Temporarily back up AM as needed - Problem-solve and suggest proactive solutions to Account Manager and Account Executive  - Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation - Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property - Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.) - Control industry specific reporting (well reporting, builder's risk, etc.) - Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc. - Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested - Support as needed in special client projects - Support and demonstrate IMA’s core values - Value and understand 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

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