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Job Locations US-CO-Denver
As an Account Manager in IMA Benefits - National Accounts you will participate in a team coordinating and providing employee benefits consulting service to clients.  The focus of your book of business will be clients in IMA Benefits - National Accounts Practice, which will include large, multi-state, strategically complex employers. You will continually seek ways to improve knowledge and expertise through education including self‑study, courses and project work.   - SERVICE: Client service, account retention and client management responsibility to include: acting as the primary day-to-day client service contact.  In that role, the expectation is with minimal guidance to interface with clients, vendors and associates to solve problems/questions relating to a client’s employee benefit program.  Responsible for managing and leading recurring client touch base calls and service related client meetings. This includes responsibility for managing client action log and making certain that tasks are completed. - PROJECT MANAGEMENT: Act as the lead project manager for assigned projects which could include: vendor implementations, vendor or strategy evaluation projects, communications & marketing projects, etc. - COMPLIANCE: Reviews vendor/carrier contracts and provides consulting support on compliance & legislative updates to clients. - TECHNICAL: Ability to provide technical support to the team in terms of peer review of financial and/or strategy project work. - CLIENT EDUCATION: Trains clients on IMA technology and resources available. 
Job ID
2020-1862
Job Locations US-KS-Wichita
The Surety Account Representative will observe and execute the procedures directly involved in the daily operation of the Surety Division as well as providing support to the Division Manager and Producers. General job duties include: - Type bonds, consents, riders, applications, indemnity agreements, correspondence, etc. - Invoice all bond transactions. Report bonds to surety company.  - Obtain bid results and report to surety. Set up and maintenance of carrier files, bond and form files, including ImageRight projects. - Filing, copying, delivery and overnight packages. - Assist with gathering and maintaining client underwriting files. - Assist Surety Manager with various projects.  
Job ID
2020-1861
Posted Date
10/15/2020
Job Locations US-TX-Dallas
  IMA Wealth specializes in providing wealth management and retirement plan consulting services to individuals, families and corporations.  Our goal at IMA Wealth is to become a trusted financial professional by providing valuable, long-term, goals-based services to our clients, their employees and their families.  The Wealth Management Advisor continuously expands the client base for IMA Wealth by building relationships with perspective clients throughout the community.    Essential job responsibilities include, but are not limited to:   - Identify, pursue and sell wealth management services to individuals, families and small businesses. - Maintain working relationship with internal and external referral sources - Use consultative sales approach to identify prospect needs and offer custom solution - Manage existing client relationships to ensure investments line up with their goals - Design and present comprehensive financial plans to address retirement, tax, estate planning, risk management and more. - Develop an understanding of IMA Wealth’s investment philosophy and strategy - Work collaboratively with an investment team and client service professionals to provide a consistent client experience - Support IMA’s core values and become an integral part of the IMA Wealth team
Job ID
2020-1859
Job Locations US-MI-Mt Pleasant
  As an Underwriting Tech you will be responsible for managing the day to day workflow processes required, provide technical support for the Underwriters and Underwriter Assistants, evaluate all underwriting information provided to ensure it meets the necessary carrier requirements, and maintain timely and accurate work flow processes.  You will oversee the workflow process from start to finish using insurance carrier rating systems from submission through issuance.     Essential job responsibilities include, but are not limited to: - Submission clearance support - Process File set ups for New business and renewal preparation for electronic file management - Initiate and respond promptly to telephone and written inquiries from other Eydent staff about processing, policy change requests, billing, new applications, and ratings - Commercial auto and Workers Compensation rating and/or rating overview - Policy issuance and endorsement processing and support - Handle all necessary transactions and requests once coverage is bound - Check policies - endorsements for accuracy - Assist with team development and individual training with the Program - Maintain positive and professional written and oral communications internally and externally 
Job ID
2020-1858
Job Locations US-CA
Actively participates in commercial lines service team consisting of Sales, Account Executives, and Account Managers in coordinating and providing IMA services to our clients across a diverse range of industries. - Working knowledge of commercial Property & Casualty insurance accounts. Experience with Cannabis & Wholesale placements is a plus. - In conjunction with the rest of the IMA service team, responsible for all account servicing needs through direct communication with the client, including but not limited to, binders, certificates, auto ID cards, filings, endorsements, policy checking etc. Accountable for maintaining account files and relevant documents within the IMA document management systems Background utilizing the Applied Epic software is a plus. - Coordinates and is an active participant in the entire renewal process including identifying and compiling exposures and renewal information from the client, delivery of submissions and quote negotiations with carriers, and participation in client strategy and proposal meetings. - Research and compile answers to client policy and coverage questions - Responsible for preparing the proposal of final coverages for the client including coverage and pricing comparisons for all relevant options Reviews all bound policy documents to identify any discrepancies between quoted options and final bound items. - Actively support the team by participating in the completion of all duties required to complete any specialized projects and services needed for the account. - Comply with IMA workflow standards in order to adhere to IMA’s best practices - Ongoing insurance education classes and designations. CIC, CPCU, or other insurance designations are preferred.
Job ID
2020-1856
Posted Date
10/2/2020
Job Locations US-CO-Denver
Actively participate in team consisting of Sales/Account Executives, Servicing Account Managers in coordinating and providing IMA services to our commercial clients of moderate to least complexity.   Essential Functions & Responsibilities: - Responsible for account servicing needs, direct with client, during the policy year, including binders, certificates, auto ID cards, filings, endorsements etc. Accountable for maintaining account files including Sagitta data base, core files and transactional files. Responsible for resolving coverage and premium discrepancy issues. - Responsible for renewal process on designated existing accounts as follows: 1) Request loss runs from insurance carriers;  2) Prepare and/or update premium and loss summary on system;  3) Prepare account review according to standards set forth by the IMA Commercial workflow; 4) Prepare renewal submission; 5) Obtain renewal quote via in house rating or negotiations with the company underwriter; 6) Prepare the proposal of final coverages for the client and 7) Follow up until coverage is accepted or declined. - Responsible for processing all policies, endorsements, etc. including verifying and reconciling accuracy of premiums and commissions. - Set up and maintain follow up for final audits on expired and/or non renewed policies. Process audits and update exposure comparison. - Actively support the team by participating in the completion of all duties required to complete a project and service an account.
Job ID
2020-1854
Posted Date
9/30/2020
Job Locations US-CO-Denver
As an Account Manager, you will participate in a team consisting of Sales/Account Executives and Account Managers in coordinating and providing IMA services to our commercial clients. - Process all policies, endorsements, etc. - Responsible for account servicing needs during the policy year including: binders, certificates, auto ID cards, filings, ordering endorsements, etc. - Accountability for maintaining account files including Sagitta database, core files and transactional files - Assist in risk and exposure analysis and complete renewal process - Request loss runs from insurance carriers - Prepare and/or update premium and loss summary on system - Prepare account review according to standards set forth by the IMA Commercial workflow - Verify and reconcile accuracy of premiums and commissions - Set and maintain follow-up for final audits on expired and/or non-renewed policies - Process audits and update exposure comparison - Support the team by participating in the completion of all duties required to complete a project and service an account
Job ID
2020-1853
Posted Date
9/30/2020
Job Locations US-CO-Denver
As an Account Executive, you will be responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for your book of business. - Develop and maintain proactive communication with clients, production staff and other associates including: handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution - Participate in preparation of new and renewal submissions and obtain underwriting information - Develop a service plan tailored to client’s needs and coordinate the services of other IMA departments (Risk Management, Claims, Surety, Benefits, etc.) - Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s program design - Develop sales of new or additional lines of coverage or services on existing accounts - Participate in developing marketing strategies for renewals and new business including cultivating and maintaining good communication with insurance markets - Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards - Attend education classes, seminars, workshops, etc. in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers - Actively support the department by participating in the completion of all duties required to complete a project and service an account - Be responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy
Job ID
2020-1852
Posted Date
9/30/2020
Job Locations US-KS-Overland Park
As an Account Executive, you will be responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for your book of business. - Develop and maintain proactive communication with clients, production staff and other associates including: handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution - Participate in preparation of new and renewal submissions and obtain underwriting information - Develop a service plan tailored to client’s needs and coordinate the services of other IMA departments (Risk Management, Claims, Surety, Benefits, etc.) - Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s program design - Develop sales of new or additional lines of coverage or services on existing accounts - Participate in developing marketing strategies for renewals and new business including cultivating and maintaining good communication with insurance markets - Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards - Attend education classes, seminars, workshops, etc. in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers - Actively support the department by participating in the completion of all duties required to complete a project and service an account - Be responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy 
Job ID
2020-1849
Job Locations US-KS-Wichita
As part of our account servicing team, the Servicing Account Manager plays a key role in providing the high level of service, expertise and guidance our clients expect of IMA   Servicing Account Manager Essential Functions & Responsibilities:   - Responsible for coordinating account servicing needs during the policy year including binders, certificates, auto IDcards, filings, endorsements etc.  - Accountable for maintaining account files including Sagitta data base, Image Right, core files and transactional files. - Responsible for resolving coverage and premium discrepancy issues. - Coordinates the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters. - Responsible for preparing the proposal of final coverages for the client and for negotiating coverage and premium issues with the company on renewal business as needed. - Accountable for delivery of the Schedule of Insurance to the Insured, as well as claims reporting instructions. - Actively support the team by participating in the completion of all duties required to complete a project and service an account. - Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations.  - Assist in developing sales of new or additional lines of coverage.  - Develop and maintain proactive communication level with clients. Apprise Account Executive or Producer of any potential issues that may arise. 
Job ID
2020-1848
Posted Date
9/18/2020
Job Locations US-KS-Wichita
As part of our account servicing team, the Servicing Account Manager plays a key role in providing the high level of service, expertise and guidance our clients expect of IMA   Servicing Account Manager Essential Functions & Responsibilities:   - Responsible for coordinating account servicing needs during the policy year including binders, certificates, auto IDcards, filings, endorsements etc.  - Accountable for maintaining account files including Sagitta data base, Image Right, core files and transactional files. - Responsible for resolving coverage and premium discrepancy issues. - Coordinates the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters. - Responsible for preparing the proposal of final coverages for the client and for negotiating coverage and premium issues with the company on renewal business as needed. - Accountable for delivery of the Schedule of Insurance to the Insured, as well as claims reporting instructions. - Actively support the team by participating in the completion of all duties required to complete a project and service an account. - Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations.  - Assist in developing sales of new or additional lines of coverage.  - Develop and maintain proactive communication level with clients. Apprise Account Executive or Producer of any potential issues that may arise. 
Job ID
2020-1846
Posted Date
9/18/2020
Job Locations US-TX-Dallas
Actively participate in team consisting of Sales/Account Executives, Servicing Account Managers in coordinating and providing IMA services to our commercial clients of moderate to least complexity.   Essential Functions & Responsibilities: - Responsible for account servicing needs, direct with client, during the policy year, including binders, certificates, auto ID cards, filings, endorsements etc. Accountable for maintaining account files including Sagitta data base, core files and transactional files. Responsible for resolving coverage and premium discrepancy issues. - Responsible for renewal process on designated existing accounts as follows: 1) Request loss runs from insurance carriers;  2) Prepare and/or update premium and loss summary on system;  3) Prepare account review according to standards set forth by the IMA Commercial workflow; 4) Prepare renewal submission; 5) Obtain renewal quote via in house rating or negotiations with the company underwriter; 6) Prepare the proposal of final coverages for the client and 7) Follow up until coverage is accepted or declined. - Responsible for processing all policies, endorsements, etc. including verifying and reconciling accuracy of premiums and commissions. - Set up and maintain follow up for final audits on expired and/or non renewed policies. Process audits and update exposure comparison. - Actively support the team by participating in the completion of all duties required to complete a project and service an account.
Job ID
2020-1833
Posted Date
9/4/2020
Job Locations US-TX-Houston | US-CO-Denver
As an Account Executive, you will be responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for your book of business. - Develop and maintain proactive communication with clients, production staff and other associates including: handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution - Participate in preparation of new and renewal submissions and obtain underwriting information - Develop a service plan tailored to client’s needs and coordinate the services of other IMA departments (Risk Management, Claims, Surety, Benefits, etc.) - Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s program design - Develop sales of new or additional lines of coverage or services on existing accounts - Participate in developing marketing strategies for renewals and new business including cultivating and maintaining good communication with insurance markets - Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards - Attend education classes, seminars, workshops, etc. in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers - Actively support the department by participating in the completion of all duties required to complete a project and service an account - Be responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy 
Job ID
2020-1825
Posted Date
9/8/2020
Job Locations US-KS-Wichita
As an Account Technician and member of our Center of Excellence, you will actively participate in a team assisting the Account Managers and Account Executives in coordinating and providing IMA services to our clients. - Process policies, endorsements and audits from the Commercial Lines Teams - Assist with special projects and reports as requested (i.e. preparing spreadsheets, inputting data, checking forms, processing certificates, inputting large schedules, etc). - Assist with the renewal processes, as requested - Coordinate time frames with service teams - Prepare Experience Modification projections as directed by Account Executive or Account Managers - Assist in account servicing needs during the policy year including certificates, auto ID cards, filings, etc.  - Accountable for maintaining account files including Sagitta data base, core files and transactional files - Assist or monitor reporting forms for receipt and adjustments and monthly expiration lists - Verify and reconcile accuracy of policies per the IMA proposal and Sagitta - Support the service teams by participating in the completion of all duties required to complete various projects and service accounts
Job ID
2020-1824
Posted Date
8/24/2020
Job Locations US-TX-Dallas
As a Client Advisor you will actively partner with a team of IMA Select Associates in coordinating and providing topnotch services to educate and advise our commercial clients while meeting service standards and best practices developed by IMA Select.      - Responsible 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. - Cultivate and maintain excellent communication and relationships with clients and insurance carriers. - Develop remarketing strategy in accordance with client servicing standards and market changes. - Responsible 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.  - Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations. - Participate in cross-selling new lines of coverage or services on existing accounts. - Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy. - Attend education classes in combination with individual study programs to expand technical coverage knowledge.    
Job ID
2020-1816
Posted Date
8/27/2020
Job Locations US-CO-Denver
  IMA Wealth specializes in providing wealth management and retirement plan consulting services to individuals, families and corporations.  Our goal at IMA Wealth is to become a trusted financial professional by providing valuable, long-term, goals-based services to our clients, their employees and their families.  The Wealth Management Advisor continuously expands the client base for IMA Wealth by building relationships with perspective clients throughout the community.    Essential job responsibilities include, but are not limited to:   - Identify, pursue and sell wealth management services to individuals, families and small businesses. - Maintain working relationship with internal and external referral sources - Use consultative sales approach to identify prospect needs and offer custom solution - Manage existing client relationships to ensure investments line up with their goals - Design and present comprehensive financial plans to address retirement, tax, estate planning, risk management and more. - Develop an understanding of IMA Wealth’s investment philosophy and strategy - Work collaboratively with an investment team and client service professionals to provide a consistent client experience - Support IMA’s core values and become an integral part of the IMA Wealth team
Job ID
2020-1799
Posted Date
7/28/2020
Job Locations US-CO-Denver
As a Client Advisor you will participate and partner with a team in coordinating and providing IMA Select services to our commercial clients involving a high degree of complexity and responsibility.     - Responsible for coordinating account servicing needs during the policy year for accounts in accordance with IMA Select P&C Service Expectations including, ordering and processing endorsements, audits, auto ID cards, invoicing. - Coordinate the preparation of new and renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters. - Responsible for preparing proposal of final coverages and presenting to the client and for negotiating coverage and premium issues with the company on renewal business as needed. - Assist in developing sales of new or additional lines of coverage. - Develop and maintain proactive communication level with clients. Apprise Producers of any potential issues that may arise. - Actively support the team by participating in the completion of all duties required to complete a project and service an account - Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations - Be accountable for maintaining account files in Epic database. - Responsible for resolving coverage and premium discrepancy issues.
Job ID
2020-1795
Posted Date
9/25/2020
Job Locations US-KS-Overland Park
As an Account Executive, you will be responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for your book of business. - Develop and maintain proactive communication with clients, production staff and other associates including: handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution - Participate in preparation of new and renewal submissions and obtain underwriting information - Develop a service plan tailored to client’s needs and coordinate the services of other IMA departments (Risk Management, Claims, Surety, Benefits, etc.) - Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s program design - Develop sales of new or additional lines of coverage or services on existing accounts - Participate in developing marketing strategies for renewals and new business including cultivating and maintaining good communication with insurance markets - Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards - Attend education classes, seminars, workshops, etc. in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers - Actively support the department by participating in the completion of all duties required to complete a project and service an account - Be responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy 
Job ID
2020-1787
Posted Date
7/24/2020
Job Locations US-CO-Denver | US-KS-Wichita | US-TX-Dallas | US-KS-Overland Park
The Talent Development Specialist is responsible for assessing needs, recommending training solutions, developing content, and delivering learning programs to exceed customer expectations.  Programs include both technical and non-technical training to include:  systems, coverage, risk, workflows, quality control standards, professional development, manager/leader development, and procedures.  Supports programs supporting insurance industry designations, and continuing education.  Programs may be delivered via instructor-led, virtual, and e-learning modalities.  Oversees development, delivery, and administration of required continuing education (CE) programs.  Develops relationships with line-of-business managers to support performance improvement, and to further anticipate learning and development needs.    Essential job responsibilities include, but are not limited to: - Meet with managers to identify and prioritize educational objectives for specific individuals to improve insurance technical knowledge, insurance coverage and risk, best practices, procedure compliance and appropriate role competencies. - Design and deliver customized, job-specific training to new and tenured employees. Show ways to become accountable for own learning and development activities.  - Facilitates formal training programs by internal or external experts on subjects of general interest. Provide Continuing Education credit when possible. - Perform follow up meetings with managers to ensure training was effective to improve performance, and the customer experience. - Develops participant and instructor training materials. Builds templates to assist managers with development of their employees.  Assists with preparing tools to help employees for making the next step in their career.  - Utilize the learning management system (LMS) to record and manage learning events and performance improvement tools. Ensure all learning is recorded in the LMS.  - Use industry standard methods for evaluating business impact and effectiveness of training programs.
Job ID
2020-1708
Posted Date
2/19/2020