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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.
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Account Managers and Senior Acocunt Managers at IMA are integral members of our service teams, serving as strategic points of contacts for our key clients. Our Energy division is currently seeking a passionate insurance professional to join this dynamic, growing, team. Responsibilities may include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account...
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’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...
- 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...
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...
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.
ESSENTIAL JOB RESPONSIBILITIES (but are not limited to)
What You’ll Do
Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base.
The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary...
- 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.
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Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Prospect and qualify new accounts which meet the IMA Select criteria.
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...
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
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- 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
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- 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
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IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.
Essential job responsibilities