Job Listings

- Retain current clients. - Annually design and execute an individual business / sales plan. - Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. - Help client make more informed decisions with respect to risk treatment options. - Lead the marketing effort. - Responsible for Client Accounts Receivables. - Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR). - Achieve significant level of expertise and remain current. - Accept responsibility for final product and service to client.  - Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity. - Proactively assist team members in their career development as well as be available to help all others in their development. - Network within the community and centers of influence in order to recognize and maximize business opportunities. - Understand and adhere to core values philosophy. - Other projects upon management’s request. #LI-JS1

  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.  

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

  - 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 retirement plan industry - Drives client retention by delivering annual plan reviews and initiating proactive client contact - Promotes new products and services to plan sponsors - Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures - 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: - 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 - Responsible for building and maintaining successful relationships with leaders throughout assigned market, including Presidents, in order to gain understanding of business goals and opportunities for partnership - Continually monitors employment law and legal requirements for their assigned market(s) and administers HR policies and procedures within assigned client groups - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Helps lead risk management for more complex personnel issues within assigned market(s), working with Sr. HR Business Partners for guidance as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Works with internal HR associates to ensure proper onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Engages in conversations with managers on workforce planning and career development within teams - Gives guidance to managers regarding most compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Takes action on employee relations complaints and manages them appropriately according to legal compliance, as well as full and thorough investigation work as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Works with managers to write or revise job descriptions as needed - Performs special projects and duties as needed or assigned - Must be present in the office in-person a minimum of 3 days per week

IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.   Responsibilities include, but are not limited to: - Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions - Pursues and sells our services to retirement plan prospects - Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team - Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations - Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence - Works collaboratively with entire IMA team to provide a consistent client experience - Develops and maintains effective working relationships with internal and external partners - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion

- 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

- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files - Manage database including policy information and specification information - Order, check, and process endorsements and audit - Preparation of renewal information for renewal marketing - Invoicing of all documents - Request premium finance quotes from the Accounting department and premium allocation as needed - Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations - Special projects as requested including but not limited to: Contract review, quote review, policy checking, proposal review and updates #LI-JS1

ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities. Duties and 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. - Identify and cultivate relationships with potential clients to understand their financial diligence needs. - Develop and execute strategies to generate leads and expand the client-base. - Collaborate with internal teams to create tailored financial diligence proposals and presentations for clients. - Serve as the primary point of contact for clients, addressing inquiries, and providing exceptional service throughout the engagement lifecycle. - Maintain strong client relationships, ensuring satisfaction, and seeking opportunities for cross-selling additional services. - Stay updated on industry trends, market developments, and competitor activities to identify new business opportunities. - Develop strategic plans to position the company's financial diligence services competitively in the market. - Interact professionally and timely with clients via email, phone, and in-person. - Maintain in-depth knowledge of all products and services provided by RedRidge. - Enter and maintain all prospective and active client data in company-directed contact management software system (SalesForce).

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 and retaining an assigned book of business. The primary focus of this position is to sell and renew insurance to companies in the Northeast region.

- Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant - Effectively work within EPIC, our agency management system - Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews - Maintain working relationship with claims to coordinate and review claims and analyze trends - Follow department quality and work product guidelines - Responsible for daily coordination of the work assignments within the support team - Act as the liaison with Accounting and the Client on invoicing and payment issues

  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. - Serves as the day-to-day contact for all client requests for an owner/developer/builder book of business, consisting of a mix of annual and project policies. 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 the marketing process for new project policies, such as complex wrap-up and builders risk insurance programs, along with new and renewal ancillary lines of coverage. - Active participation in the creation and refinement of coverages and procedures specific to project placements. - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, program design with minimal oversight from AE. - Supports in winning new business & supports AE with new client onboarding - Demonstrated ability to anticipate client problems and provide solutions proactively - Receives quotes, reviews for accuracy / desired coverages, terms and pricing from submission, generates and populates the proposal and sends to Account Executive for completion/review. - Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies  

The business development consultant will be a key contributor to the growth of our employee benefit practice. This associate will serve as the liasion between our sales and service team creating a seamless transition, and act as a subject matter expert resource. Responsibilities may include but are not limited to: - Manages all aspects of the sales cycle, including creating a strong relationship with potential clients, developing an effective sales strategy, closing deals, and handling post-sale service issues - Conduct research to identify new markets and customer needs - Attends business meetings with prospective clients - Promote IMA’s products/services addressing or predicting clients’ objectives - Keep records of sales, revenue, invoices etc. (SalesForce) - Provide trustworthy feedback and after-sales support - Conduct high-level industry research to develop effective sales solutions - Promote the company’s products or services to prospective clients  - Provide continuous, constructive feedback to Producers - Interact with clients and respond to inquiries about IMA’s products or service - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  

  - 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 retirement plan industry - Drives client retention by delivering annual plan reviews and initiating proactive client contact - Promotes new products and services to plan sponsors - Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

IMA is currently seeking an account executive to support our growing real estate insurance business. Responsibilities may include but are not limited to:  - Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts - Supports in winning new business and set up of new accounts - Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents - Prepares for and facilitates meetings with key IMA stakeholders and clients - Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals - Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services - Develops & maintains carrier relationships - Manages a book of business with $1 Million - $1.5 Million in revenue - Plays a lead role on three or more large/complex client accounts - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Account Executives at IMA are key strategic leaders of our P&C service teams, partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team based out of our Denver office (also open to remote). Responsibilities may include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts - Supports in winning new business and set up of new accounts - Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents - Prepares for and facilitates meetings with key IMA stakeholders and clients - Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals - Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services - Develops and maintains carrier relationships - Manages a book of business that is > $1.5 Million in revenue - <10% of book of business revenue is within the Emerging market - < 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight - 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels - 10% + of time is spent supporting producers in winning new business - Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy - Structures a strong, long-term partnership with assigned clients - Offers client team management/coaching for Level 2 Account Executives - Offers internal team management/coaching for Level 2 Account Executives #LI-JS1

  - Interacts professionally and timely with clients via email, phone, and in-person - Performs functions of the role within an IMA office 60% of the time - Maintains a proactive approach, focusing on claim resolutions and strategies; advocates for the timely resolution of claim matters - Communicates pertinent claim information on a timely basis to internal and external clients - Develops strong working knowledge of Applied Epic and Carrier Interface Systems - Develops external relationships with internal and external clients - Assists on Claims Projects, coordinates claim reviews, reports, loss runs, or other tasks as assigned - Demonstrates technical insurance knowledge - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

- 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