- 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.
We are seeking an Account Manager to join our growing Global Property & Casualty team! This position will provide support to IMA's Global Property & Casualty Team and customers through the entire life cycle. A successful applicant must have professionalism, possess self-direction, manage client relationships, and strong communication and problem solving skills. This position is eligible for remote work!
Responsibilities include, but are not limited to:
- Prepare and market global renewal submissions, including gathering information and the marketing and delivery of submissions to underwriters
- Communicate binding instructions for foreign package polices, controlled master programs, employee benefits plans, and check policies for accuracy
- Requests loss runs from carriers and international broker partners
- Verify and reconcile accuracy of premium and commissions
- Responsible for policy and information entry of reverse flow accounts for partner data systems and the creation of account comparison spreadsheets and summaries for all sold and bound coverages
- Interact professionally and timely with clients via email, phone, and in-person
- Respond in a timely, accurate and friendly manner to Producers, Account Executives, Account Managers and other internal associates
- Support the team by participating in the completion of all duties required to complete a project and service an account
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.
Responsibilities for this role include, but are not limited to:
- Support in winning new business and set up of new accounts
- Maintain 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
- Prepare for and facilitate meetings with key IMA stakeholders and clients
- Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
- Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develop and maintain carrier relationships
- Manage a book of business greater than $1.3 million in revenue
- 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels
- 10% + of time is spent supporting producers in winning new business
- Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy
- Structure a strong, long-term partnership with assigned clients
- Offer client and internal team management and coaching as appropriate
- Work closely with internal ancillary teams to ensure client and company success
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
We are seeking an experienced Full Stack Software Developer with an emphasis on Azure native application development to join our team. You will be part of a team responsible for designing, developing, and implementing software solutions utilizing Microsoft .Net and Azure API technologies. You will be a key member of the development team, working collaboratively to deliver high-quality software products that meet our clients' needs.
Key Responsibilities:
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
- Design, develop, and maintain software solutions for the Azure Cloud.
- Work with cross-functional teams to define software requirements and create technical designs that meet those requirements.
- Develop and maintain web-based applications.
- Create and maintain web services using REST and SOAP APIs.
- Develop server-side code using C#.
- Write automated tests and perform manual testing to ensure software quality.
- Collaborate with other developers, designers, and product owners to deliver software solutions on time and within budget.
- Stay current with emerging technologies and trends and apply them to solve business problems.
IMA's Employee Benefits Team is seeking an Analyst II to join our Wichita Market team! This position plays a pivotal part in employee benefits marketing and request for proposal process, renewals, third party partnerships and consultations, and underwriting, data analysis.
Responsibilities include but are not limited to:
- Prepare request for proposals (RFP) for all administrative services only (ASO) and fully insured submissions to market with direction
- Collect, lead, and review proposals
- Update marketing results in Excel to ensure accuracies for internal use and client presentations
- Request renewals for all lines of coverage and ensure target renewal release dates are met by carriers
- Review all plans, cost, and contract terms within renewal based on information provided
- Provide recommendations and work closely with Account Executives in discussions with carriers
- Establish relationships with carrier and vendor partners
- Conduct analysis of benchmarking, contributions, network disruption, and GeoAssess and lead outsourcing and ensure reporting needs are met
- Perform underwriting for dental and vision plans
- Update monthly claim's report for clients and provide summary of findings
- Build custom financial and utilization reports when needed
- Maintain and apply appropriate systems for job functions as determined by department
- Effectively manage multiple projects while meeting timelines
- Handle confidential information with tact and discretion
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Essential job responsibilities include, but are not limited to:
- Financial Tracking and Reporting:
- Develop and maintain renewal pro-forma and regular performance reporting, identify and reconcile accounting differences, and prepare premium, exposure, and loss exhibits
- Develop processes to track and monitor premiums, taxes, expenses, exposures and claims
- Verify and validate data to assure accuracy of reports produced
- State Self-Insurance Pools: Perform inhouse accounting functions, including bank and investment accounts, preparation of checks, financial reports and reconciliation; preparation of monthly financial reports for clients and board members. Prepare quarterly and financial reports for regulators; and liaison with financial institutions
- Underwriting and Rating:
- Work within established underwriting processes from Compliance and Underwriting Manager, determine the eligibility of risk, apply rating and pricing methodologies, and determine coverage terms
- Work at direction of Compliance and Underwriting Manager to be responsible for account servicing needs during the policy year including rating, quoting, binding, and issuing policies and endorsements.
- Accountable for maintaining account files including rating systems, core files and transactional files
- Maintain program underwriting logs and production statistics as needed
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
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.
Client-facing project management role providing consulting services to clients of all sizes and industries who are seeking all types and levels of compensation solutions from market research and benchmarking support to the development of total compensation programs such as base pay, short-term bonus incentives, sales commissions and long-term (equity, cash, and or phantom equity) incentive plans.
- Review client organizational, financial and compensation data.
- Participate and lead calls with clients from publicly traded, privately held, emerging start-ups and non-profit organizations.
- Participate and (as appropriate) lead development and pricing of client project proposals.
- Collaborate and lead project teams in developing total rewards strategies that enable clients to attract, motivate and retain top talent.
- Develop executive profile background sketches for inclusion in clients’ executive compensation studies.
- Conduct market research to recommend organizations to be considered in the development of “peer groups” for NP and publicly traded company benchmarking studies.
- Collaborate with senior consulting staff in preparing comprehensive, user-friendly competitive compensation benchmarking reports.
- Partner with team members in the design of timely, customized short & long-term compensation programs.
- Partner with team members in the design of progressive, “high touch” integrated performance development programs.
- Participate in the development of “go-forward” considerations to help clients ensure that their compensation programs remain competitive, internally equitable and easy to communicate/understand.
- Continue to deepen understanding of full scope of LTC’s total service offerings; enhancing, as appropriate, to sustain reputation as a “best practice”/ customer intimate industry leader.
- Carry out all responsibilities in an honest, ethical, and professional manner.
- 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
- Responsible for reconciling various balance sheet accounts
- Responsible for various treasury functions including, but not limited to:
- Positive pay review and approval
- ACH and wire verification, approval, processing
- NACHA processing
- Calculate and record various monthly journal entries
- Assist market controllers in ensuring that partnership financial records are in compliance with GAAP and IMA Policy
- Work closely with market controllers to coordinate IMA subsidiary accounting records
- Assist in coordination of audit workpapers and testing support
- Assist with Producer compensation analysis, as needed
- Records Fixed Asset transactions and runs Depreciation Reports for internal and tax purposes
- Completes special projects as assigned by management
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
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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).
- Lead the process of implementation of new and existing partners into the IMA ecosystem in terms of Accounting & Finance, including project management of systems, GL codes, reporting and basic integration
- Contribute to the corporate annual budget process and provides periodic forecasting as needed
- Execute partner-related reports with careful attention to detail, thoughtful examination, insightful discussion, and accuracy
- Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independently
- Lead merger and acquisition diligence and internal modeling structure providing insight and recommendation to facilitate evaluation of acquisition prospects for partners handled internally
- Create and execute models to analyze partner profitability and adherence to expectations
- Manage relationships with senior business executives across the organization to include the discovery and development of relevant, meaningful reporting and analysis
- Ensure data integrity and consistency program and structure
- Lead systems analysis/projects, including being integral to implementation of all systems integrations across the accounting & finance group as a project manager for both partners and internal stakeholders
- Key stakeholder in finance related partner integration efforts through leading integration activity across the department
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
- Responsible for researching payroll laws and registration for new IMA locations (federal, state and local).
- Manage payroll tax compliance and reporting for various filing frequencies.
- Respond to and resolve inquiries and correspondence from taxing jurisdictions.
- Reconcile payroll tax data with general ledger accounts and resolve discrepancies.
- Research and resolve tax code fallouts from within the payroll system and process any necessary tax amendments or filings and payments.
- Reconcile quarterly and yearly employer’s tax filings (Federal, State and Local Jurisdictions) including W2s.
- Partner with payroll processing team and the payroll system for accurate and timely calculation, reporting and payment of payroll taxes.
- Develop and implement strong internal controls related to payroll tax processes and compliance.
- Serve as a backup for payroll administers. Including data entry in the HRIS system, pay calculations, garnishments, final termination payouts, and timecard processing.
- Responsible for system administration of the timecard system. This includes system configuration to ensure accurate setup and access for associates as well as timecard training for new associates and managers.
- Administer regular preparation of relevant reports, including weekly, monthly, quarterly, and year-end reports necessary for accounting and financial statement reporting. Miscellaneous reporting duties as requested.
- Responsible for administrative payroll functions including checking the mail, scanning, and filing of payroll documents into the electronic filing system.
- Provides support for employment verifications and unemployment claims.
- Assist associates with questions or concerns regarding payroll policies and procedures.
- Assist Payroll Manager with RSA processing, M&A activity, and year end processing.
- Responsible for documenting and maintaining payroll team procedures and policies.
- Perform other payroll related duties and projects as assigned.
- Support and demonstrate IMA’s core values.
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Cornerstone Risk Solutions, IMA's captive and program design management group, is seeking an Underwriting Manager to join our team! This person will be responsible for leading the strategic design, deployment, and ongoing management of underwriting services for Cornerstone's property and casualty program. A successful applicant will possess strong business and financial acumen, effectively build relationships within the team and across the enterprise, have self-direction, and a strong technological background.
Responsibilities include, but are not limited to:
- Maintaining high-quality standards and control across all facets of Cornerstone underwriting operations, including:
- Oversight of program renewals
- Crafting new program designs
- Conduct individual account underwriting for prospects and renewals
- Manage rate, quote, and issuance systems and other data management systems
- Prepare and present reports detailing underwriting activities, performance, and key metrics
- Develop and enforce underwriting policies and procedures
- Conduct compliance audits to ensure adherence to contractual obligations and regulatory requirements
- Collaborate with IMA distribution partners, acting as the liaison between Cornerstone and partner agencies
- Train, lead, and manage underwriting staff assigned, ensuring efficient workflow, timely task completion, and adherence to IMA policies and regulatory requirements
- Collaborate with Cornerstone leadership to develop new program opportunities and accounts
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
IMA's Risk Control group is currently seeking a Project Specialist to join our team in Overland Park, KS! A successful applicant must possess self-direction, strong interpersonal skills, excellent problem solving and communication skills, and be technology savvy.
Responsibilities include but are not limited to:
- Research, compose, develop layouts, edit, publish, and distribute Risk Control newsletter and other communication pieces
- Assist with development and maintenance of the IMA Risk Control Training Academy including maintaining communication with the marketing team, risk control and team leaders, and internal contacts regarding class schedule, advertising to clients, hosting, and other associated responsibilities for in person classes and webbings
- Execute new recruiting, onboarding, and training strategies in conjunction with Operations Manager and Team Leaders
- Reinforce national Risk Control practice across all regions, office, and specialities
- Oversee software utilization, understand operating functions, and provide administrative support as needed
- Work in conjunction with Risk Control Consultants to develop presentations for assessments, stewardship reports, training classes and renewals
- Administer online training tools such as the Risk Management Center, remotely train clients, and assist with client questions on Risk Control services
- Monitor and coordinate all projects and contract renewals for Risk Control including scheduling, communications, contract setup, document preparation, tracking recommendations, and develop service plan exhibits
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
