Job Listings

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys - Responsible for building and maintaining successful relationships with leaders throughout assigned market, including Presidents, in order to gain understanding of business goals and opportunities for partnership - Continually monitors employment law and legal requirements for their assigned market(s) and administers HR policies and procedures within assigned client groups - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Helps lead risk management for more complex personnel issues within assigned market(s), working with Sr. HR Business Partners for guidance as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Works with internal HR associates to ensure proper onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Engages in conversations with managers on workforce planning and career development within teams - Gives guidance to managers regarding most compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Takes action on employee relations complaints and manages them appropriately according to legal compliance, as well as full and thorough investigation work as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Works with managers to write or revise job descriptions as needed - Performs special projects and duties as needed or assigned - Must be present in the office in-person a minimum of 3 days per week

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

IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.   Responsibilities include, but are not limited to: - Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions - Pursues and sells our services to retirement plan prospects - Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team - Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations - Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence - Works collaboratively with entire IMA team to provide a consistent client experience - Develops and maintains effective working relationships with internal and external partners - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion

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

Senior Account Managers at IMA are experts in commercial property and casualty insurance and serve as key teammates to contribute to the success of the company and our clients. Our real estate team is currently seeking an additional experienced associate. Responsibilities may include but are not limited to:  - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Serves as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) - With direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.) - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE - Supports in winning new business & supports AE with new client onboarding - Demonstrates ability to anticipate client problems and provide solutions proactively - Anticipate client problems and provide solutions proactively - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers - Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review - Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed - Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies - As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance  

Our Advanced Industries Practice is seeking an Account Executive to join our team out of our Denver, CO, office!  This is a great opportunity to work side by side with exceptional professionals focusing on the technology, life sciences, advanced manufacturing, and digital asset industries.  We are focused on providing excellent service to our clients, developing comprehensive and unique insurance programs that best fit their philosophy and needs.   Essential job responsibilities include but are not limited to: - Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services. - Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business. - Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals. - Supports in winning new business through development of insurance program for new accounts. - Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients. - Prepares for and facilitates meetings with key IMA stakeholders and clients. - Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services. - Develops & maintains carrier relationships. - Manages a book of business that is typically 25-40 clients with approximate revenue of $1.3 Million - $1.7 Million. - 50% of book of business revenue is within the Emerging market. - 50% - 60% of book of business revenue is within the middle market, independent of Account Executive Level 3 coaching. - Plays a lead role on three or more large/complex client accounts. - Spends 5-10% of time supporting producers in winning new business. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. #LI-JS1

- Retain current clients. - Annually design and execute an individual business 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. AE’s may delegate activity but not responsibilityDevelop 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

- Assist with the insurance carrier accounts payable function for all locations’ operations, including but not limited to: - Reconciling billing statements - Processing and making payments to insurance carriers for premiums owed by IMA clients - Acts as a resource to internal teams on processes and guidelines to be followed, to ensure proper processing of carrier invoices - Filing and other administrative tasks - Communications with key internal and external stakeholders - Process electronic payments - Help with Accounting Department tasks as needed - Interact professionally and timely with carriers via email and phone - Perform functions of the role within an IMA office more than 50% of the time - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met

- Retain current clients. - Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. - Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. - Manage client service work product ensuring compliance of internal standards and procedures. - Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed. - Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly. - Prepare accurate proposals. - Place coverage, oversee invoicing, and document to client. - Assist in account reconciliations, as requested or as needed. - Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity. - Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service. - Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters. - Prepare various displays or other documentation, as requested by the Account Executive or client. - Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F’s commitment to quality management and control. - Complete projects upon management’s request. - Work with other Account Team members to ensure client needs are met. - Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship. - Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested. - Additional projects as requested by management.

IMA's Wichita Construction group is seeking an Account Specialist to join our team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.   Responsibilities include, but are not limited to:  - Interact with clients regarding special program needs and new assignments - Understand and deliver on unique client expectations within book of business - Temporarily back up AM as needed - Problem-solve and suggest proactive solutions to Account Manager and Account Executive  - Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation - Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property - Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.) - Control industry specific reporting (well reporting, builder's risk, etc.) - Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc. - Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested - Support as needed in special client projects - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA's Private Equity and M&A Practice provides buyers and targets with a range of insurance, benefits and retirement products and services designed to assist them throughout the life-cycle of the M&A transaction.  For M&A activity, IMA’s in-house Transactional Liability Practice, Project Managers and Due Diligence Specialists bring depth and experience to address financial uncertainty and improve deal outcomes.  For PE firms, IMA offers portfolio-wide solutions including insurance portfolio programs, claim advocacy, risk control, ESG considerations, and a client-facing platform that provides instant access to insurance data, monitoring and tracking. IMA’s full-service brokerage model helps buyers maximize enterprise value while ensuring portfolio companies have adequate levels of support and protection throughout the investment lifecycle. This position is open to location, but it is preferred to be located out of an IMA office.   In this role you will have responsibility for building out the Property & Casualty side of the Private Equity and M&A Practice including its growth, thought leadership, innovation, strategy and implementation of the Property & Casualty book.   Essential job responsibilities include but are not limited to: - Cultivate and maintain professional and proactive communication level with clients, production staff, Project Managers and other associates - Establish and monitor broking strategy and growth goals with key carrier partners - Identify opportunities and develop proprietary and/or preferred terms and conditions with key carrier partners - Identify opportunities to develop proprietary products and services for PE and M&A clients - Work with Industry Specialty Leaders, Product Specialty Leaders and Marketing Leaders to develop, communicate, execute and monitor carrier strategy for commercial lines of insurance - Develop playbook for non-PE and M&A service teams across IMA to access and utilize PE and M&A underwriters (as deemed appropriate) to drive better results for their PE-backed accounts and ensure their efforts are aligned with the PE and M&A team’s marketing strategy - Develop, coordinate and monitor strategy with accounts that qualify as IMA Select business - Drive new business growth by establishing cross-sell initiatives for Employee Benefits-only and Executive Risk-only accounts - Identify opportunities to work with producers to target new business in conjunction with carrier strategies and new businesses with commercial insurance portfolio programs - Responsible for overall Property & Casualty insurance broking strategy for deal activity including: - Develop marketing/broking strategy for new business to increase revenue to IMA at deal close - Establish best in class coverage specifications for Project Managers to utilize - Support Project Managers in preparing, submitting, and negotiating new business marketing to insurance carriers to ensure that the client’s commercial objectives are achieved - Build out a team to support the deal activity broking process - Monitor and coordinate training and development of all future team members - Attend education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills - Participate in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand - Attend carrier functions to represent IMA and further cultivate carrier underwriter and management relationships - Communicate with all of the Commercial Lines Leaders and Market Presidents regarding department strategies, needs, and performance - Participate in prospect meetings and RFPs as it relates to IMA’s capabilities and strategies within Property and Casualty - Work with marketing team to create and distribute quarterly white papers - Establish Commercial section of Fund Stewardship Reports - Update marketing material as needed and develop RFP response content - 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 Account Manager to join our Property & Casualty Diversified lines team in Wichita, KS! This person will serve 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 all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements.    Responsibilities include, but are not limited to: - Partner with Account Executives on client interactions, negotiations, technical analysis, and program design and support with new client on-boarding - Build ability to anticipate upcoming needs and changes through client or underwriter communications or industry changes - Assist in the creation of marketing submissions and manage ongoing negotiations with carriers - Receive quotes, review for accuracy and desired coverages, terms, pricing from submission, generate and populate the proposals, and send to Account Executive for completion/review - Receive policies, send instructions to the applicable Center of Excellence representative, and keep Center of Excellence team abreast of any changes that occur during negotiations - Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation and 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 - Other duties that fall within scope of the job - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA's Certificate Compliance (IMACC) team is seeking a Managing Director to join our group! This role will lead the IMACC team as an active liaison between agent and IMA, Inc. clients, communicate with the Market President regarding department strategies, needs, and performance, and evaluate performance of team members while developing talent and establishing career progression. This role is eligible to be located out of any IMA market!    A successful applicant must have the ability to effectively manage internal and external client relationships, possess a strong business acumen, be technology savvy, and excellent problem solving and communication skills.    Responsibilities include, but are not limited to: - Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements - Provide detailed and accurate reviews and answer client inquiries about compliance matters - Follow up with insurance agents to verify policy coverage and cancellations - Perform client account review and interact professionally and timely with clients - Actively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hires - Provide leadership and manage the service associates within the given teams including the oversight of the responsibilities of the specific role of the associate - Direct the service teams' work assignments and mange the work of the unit team and assigned associates to provide clear communication of expectations, established time frames, regular progress updates, and annual performance evaluations - Facilitate unit team meetings, communicating division information - Serve as mentor and coach for account executives as needed - Perform functions of the role within an IMA office 0-50% of the time - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Primary Role:  Responsible for producing and maintaining the financial review of client’s employee benefits for a book of business of mid-size and large self-insured clients as part of a client service team.  This position will serve existing clients as well as prospective clients.  The ideal candidate will be a team player with a strong aptitude to problem solve, attention to detail, negotiate, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator.   Essential Job Functions: - - Provide an in-depth summary and analysis of client’s monthly experience and quarterly utilization for fully-insured and self-insured groups for all different platforms. - Ability to lead and mentor junior Analysts  - Produce renewal projections for all clients with experience, both fully-insured and self-insured. - Order the DMW while providing an overview of the annual report and evaluating utilization patterns through drill downs. Present suggestions of ways to help improve utilization and overall cost of the plan. Write an accompanying executive summary. - Use the actuarial model within Zywave/DMW to develop plan modifications. - Extract benefit and rates for preparation of renewal from carrier contracts and illustrate within Excel proposals. - Request and evaluate renewals for fairness and accuracy. - Market group benefits when necessary. - Illustrate benefit modification and alternate contribution scenarios. - Perform stop-loss renewal analysis and negotiations - Create COBRA rates; provide IBNR updates - Perform network discount and PBM analyses - Provide peer review support to client team members. - Negotiate with carriers on clients behalf. - Ability to be resourceful and creative in providing solutions for the client to help control costs while continuing to offer competitive options. - Attend client meeting and participate in presentation. - Serve as an internal resource for specific analytical work for fully insured groups. - Develop and maintain carrier and client relationships. - Assist in training new employees and help to develop and maintain team processes. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients. - Keep pulse on marketplace to monitor trends and identify new products and solutions. #LI-JS1

  Essential job responsibilities include but are not limited to:   - Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. - Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from Account Executive. - Demonstrated ability to anticipate client problems and provide solutions proactively. - Receives quotes, reviews for accuracy/desired coverage's, terms, and pricing, and discusses with Account Executive. - Receives policies from carriers, and advises Account Specialist of any next steps. - Ability to perform premium allocations, surplus lines tax calculations, renewal and new business certificate of insurance master template preparation and approval, on-demand certificates, policy endorsements, resolving coverage and premium discrepancy issues, and managing coordination of audits on expired and/or non-renewed policies. - Conducts contract reviews with respect to insurance requirements and understands various terminology to ensure clients coverage needs are adequately addressed. - Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure adequate service standard needs are met. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.  

  Essential job responsibilities include but are not limited to:   - Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. - Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from Account Executive. - Demonstrated ability to anticipate client problems and provide solutions proactively. - Receives quotes, reviews for accuracy/desired coverage's, terms, and pricing, and discusses with Account Executive. - Receives policies from carriers, and advises Account Specialist of any next steps. - Ability to perform premium allocations, surplus lines tax calculations, renewal and new business certificate of insurance master template preparation and approval, on-demand certificates, policy endorsements, resolving coverage and premium discrepancy issues, and managing coordination of audits on expired and/or non-renewed policies. - Conducts contract reviews with respect to insurance requirements and understands various terminology to ensure clients coverage needs are adequately addressed. - Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure adequate service standard needs are met. - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.  

- Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  - Client Management  - Leadsboth long- and short-term strategic consultation and planning efforts for client benefit program  - Ensures programs and plan design are in alignment with all applicable regulatory requirements  - Utilizesintermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team  - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting  - Carrier and Vendor Relationships  - Develops strong carrier and vendor relationships to support and participate in negotiation and advocacy during client coverage placement and renewal process  - Utilizes internal subject matter experts and practice leaders to bringcurrent and emerging markets and products, and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning  - Production Partnership  - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate  - Participates in the developmentof prospect requests for proposals (RFPs), providing personnel responses and other information as requested  - Partners with production staff to ensure compensation received is properly executed  - Internal Resource  - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division  - Strong commitment to participation in department or agency-wide committees  - People Management  - Manages the work of the segment and assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations   - Facilitates segment team meetings, communicating division information   - Participates in the hiring process for direct reports as well as additional department hires   - Serves as a mentor and coach for members of the segment as needed   - Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met     #LI-JS1

- Retain current clients. - Annually design and execute an individual business / sales plan. - Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. - Help client make more informed decisions with respect to risk treatment options. - Lead the marketing effort. - Responsible for Client Accounts Receivables. - Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR). - Achieve significant level of expertise and remain current. - Accept responsibility for final product and service to client.  - Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity. - Proactively assist team members in their career development as well as be available to help all others in their development. - Network within the community and centers of influence in order to recognize and maximize business opportunities. - Understand and adhere to core values philosophy. - Other projects upon management’s request. #LI-JS1