Job Listings

  - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Handles escalated claim issues for all clients timely and efficiently. - Able to document all interactions with members via internal processes. - Able to participate in client meetings such as health fairs and open enrollment. - Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols. - Able to develop an understanding of benefit policies and can educate members on how their plans work. - Assists AM team during open enrollment to answer member questions. - Works with Employee Education Lead to create employee education content flyers and presentations. - Understands HIPAA and communicates with members in compliant methods. - Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person. - Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail. - Supports Account Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner. - Performs special projects as assigned.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization - Helps design and then administers HR policies and procedures in large and/or complex markets - Responsible for building and maintaining successful relationships with leaders throughout assigned market(s), including Presidents and Executives, in order to gain understanding of business goals and opportunities for partnership - Serves as a trusted advisor to all managers and leaders throughout assigned market(s) - Researches business, market, and HR trends, continually expanding knowledge in both the business and HR - Continually monitors employment law and legal requirements for their assigned market(s) - 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 - Leads risk management for all personnel issues within assigned market, working with Director of HR and Business Partnership and General Counsel as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Helps drive engaging 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 - Partners with managers on workforce planning and career development within teams - Serves as a support and resource for senior leaders regarding succession planning needs - Gives insightful guidance to managers regarding complex 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 - Mentors, leads, and/or manages HR Business Partners and/or Recruiters, providing appropriate coaching, direction, and development - 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 - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Must be present in the office in-person a minimum of 3-4 days per week in both Harrison, NY and Manhattan offices.  

  - 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:   - Supports and demonstrates IMA’s core values   - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.   - Interact professionally and timely with clients via email, phone and in-person   - MARKETING/RFPs  - Reviews department BOB to include review and preparation of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally  - Collect,manageand review proposals   - Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation    - RENEWALS  - Request renewals for all lines of coverage  - Responsible to ensure target renewal release dates are met by carriers  - Initial review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive  - Provide recommendations to Account Executive  - PARTNERSHIP & NEGOTIATION  - Take direction from Account Executive in all negotiationswith carriers    - Build relationship with carrier and vendor partners  - UNDERWRITING & ANALYSIS  - Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive   - Preparation of IBNR calculations for self funded clients - Perform underwriting for dental and vision plans   - REPORTING  - Manage outsourcing and ensure reporting needs are met  - Update monthly claims report for clientsproviding written and oral summary of findings  - Build custom financial/utilization reports when needed   - PRESENTATION - Prepares client presentations and presents in from of client with provided direction from Account Executive - TRAINING & MENTORSHIP - Provides mentorship  to analyst and performs technical review of work 

Primary (Essential) Functions: - Assist producers in handling and processing of new and renewal commercial lines business. - Provide in-house customer service to clients as assigned and requested.   Major Responsibilities - Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. - Maintain marketing sheet and update in Applied Epic. - Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed, if necessary). - Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into Epic and complete Loss Data & Large Loss Summary. - Check new and renewal policies for accuracy in rating, coverages, signatures, and input into Epic. - Ensure that these items are delivered and/or mailed to the client. - Scan and process endorsements, cancellations, and audits as required. - Receive and handle phone calls, emails, and faxes from clients and companies regarding coverages, certificates, or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary. - Must respond to all client emails and phone calls by the end of the day on date received. - Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. - Be familiar with and follow agency E&O guidelines. - Maintain electronic files in an orderly, up-to-date manner. - Perform special projects at management’s request. - Hybrid role

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 Dallas or Ft Worth office. 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 with $1 Million - $1.3 Million in revenue - 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 - 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 #LI-JS1

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:    - Supports and demonstrates IMA Select’s core values - Values and understands the importance of diversity, equality, and inclusion among all IMA associates. - Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.  - Cultivates and maintains excellent communication and relationships with clients and insurance carriers  - Interacts professionally and timely with clients via email, phone, and in-person  - Develops remarketing strategy in accordance with client servicing standards and market changes  - Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.  - Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations  - Assists with the onboarding and training of new associates  - Serves as a subject matter expert and provides technical expertise to staff  - Participates in cross-selling new lines of coverage or services on existing accounts  - Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy  - Attends education classes in combination with individual study programs to expand technical coverage knowledge 

- 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).

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 Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) - Partners with AE on client interactions, negotiations, technical analysis, and program design - Supports AE with new client onboarding - Building ability to anticipate problems through client or underwriter communications or industry changes - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates 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, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

  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  

- Supports and demonstrates IMA Select’s core values  - Values and understands the importance of diversity, equality, and inclusion among all IMA associates  - Responsibility for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintainingaccurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.  - Cultivates and maintains excellent communication and relationships with clients and insurance carriers  - Interacts professionally and timely with clients via email, phone, and in-person  - Develops remarketing strategy in accordance with client servicing standards and market changes  - Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.  - Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected  - Participates in cross-selling new or adding additional lines of coverage or services on existing accounts  - Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy  - Attends education classes in combination with individual study programs to expand technical coverage knowledge     

  - 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

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.

- 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 requiring 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 discussion and action items - Carrier and vendor management - Oversees 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 clients to develop short and long-term employee communication objectives - Creates member facing collateral pieces to promote and clarify benefit program features - Leads 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.  

ESSENTIAL JOB RESPONSIBILITIES (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.    Internal production support   - Provides technical and consultative partnership in prospect meetings with estimated annual revenue of $100,000 or more  - Supports producers with RFP technical responses, as needed  - Works with Producers and EB Leadership to set and maintain pricing standards throughout the organization.  - Delivers finalized RFP responses and producer work product assistance (RFP response strategy, assistance with technical and service questions, partnership on final deliverable)   - Supports in cross-sell opportunities with current non-EB IMA clients  - Provides internal consultation, review and expert analysis of industry-specific benefits approaches, funding review, strategies, compliance, emerging trends, and current program state analysis   - Stays abreast of cutting-edge and emerging strategies and trends as they relate to prospects and industry verticals  Revenue-generating special projects   - Creates new and innovative revenue-generating projects, including existing markets and blue ocean strategies  - Influences/ advises on the distribution and sales channels for new projects   - Contributes to sales cycle improvement for employee benefits service team members   - Assists with technical sales trainings for validated and associate producers  - Liaison between EB Market Leader(s) and production team to ensure efficient processes and teamwork  - Collaborates with the Market Leader(s), Client Advantage, and other members of the Employee Benefits leadership team to redeploy resources to best support new and refreshed business.  - Identifies lead-in opportunities for new vendor products and strategies   

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 focus of this position is to sell and renew insurance to companies in the Northeast region. - Identifies a target industry and/or market segment to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations, industry trends and upcoming developments in Group Benefits impacting target clients - Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws. - Provide in-house customer service to clients as assigned and requested. - Prepare and update account summaries as required - Coordinate 5500 filing process with the HR team - Track and manage all activities on account policies and benefits program ensuring deadlines are met and prompt resolution - Input and maintain all activities, documentation and client information in network systems in a timely and accurate manner - Provide clear direction to other team members assisting on assigned accounts - Manage day-to-day client relationships and renewal process MAJOR RESPONSIBILITIES - Researching information necessary for preparation of bid specifications; gather the information needed for renewals, and new business. - Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications. - Conduct educational open enrollment presentations to clients in person. - Self-insurance experience is a must - Shop and analyze products for small group renewals. - Proactively identifies and coordinates cross-selling opportunities with other sales units at Sinclair - Make recommendations to regarding quotes, ideas, issues, needing to be addressed. - Prepare proposals, renewal presentations and compliance documents for new and renewal groups. - Deliver renewal presentations. - Administer employee enrollments, changes, COBRA enrollments with the account management team. - Set-up and maintain client files. - Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients. - Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting. - Research claims, enrollment and billing inquiries for clients upon request. - Do special projects as determined by manager and/or supervisor.

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    

- 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