Job Listings

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

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

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

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

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

- 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

  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

- 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