IMA Financial Group, Inc.

Compliance

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Execute basic certificate reviews with low complexity, ensuring accuracy and completeness.
• Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI.
• Develop effective time management skills to meet deadlines and efficiently prioritize tasks.
• Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards.
• Performs the essential functions of the role within an IMA office environment 0-50% of the time.

IMA Certificate Compliance Analyst

Account Executive

• 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.
• Develops clients’ 1- to 3-year risk management insurance plan objectives.
• 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.
• Identifies with client’s priorities to understand client’s business philosophy, then creates a vision for their insurance program with alignment to their risk management goals.
• 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 and maintains carrier relationships.
• Manages a book of business that is typically 20 to 30 clients with approximate revenue of $1.7 Million - $2.1 Million.
• <10% of book of business revenue is within the Emerging (under $25,000 in revenue) market.
• < 40% of book of business revenue is within the middle market ($25,000 - $100,000 in revenue), independent of additional Account Executive oversight.
• 50% + book of business focused on large/complex accounts ($100,000+ in revenue). Plays a lead role with large/complex accounts, based on primary industry levels.
• 10% + of time is spent supporting producers in winning new business.
• Offers client team management/coaching.
• Offers internal team management/coaching.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Account Executive – Advanced Industries Practice

Account Manager

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
• Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
• Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
• Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
• Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
• Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
• Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
• Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
• Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

Senior Account Manager – Advanced Industries Practice

Data Analyst

• Execute a range of standard and ad hoc analytical projects using SQL, Python, Excel, and Power BI, applying structured problem-solving approaches to meet business needs with minimal guidance.
• Research, hypothesize, and develop analytical approaches to identify, analyze, and interpret trends and patterns in complex datasets.
• Translate analytical problem statements and data requirements into scalable analytical deliverables, including the development, automation, standardization, and maintenance of reports, dashboards, analyses, and supporting datasets.
• Analyze and interpret data using a range of analytical techniques, including descriptive, diagnostic, and predictive methods.
• Apply data validation, quality checks, and analytical best practices to ensure outputs are accurate, reproducible, and fit for purpose.
• Design and deliver clear data visualizations and technical summaries that support effective data storytelling and interpretation.
• Create technically accurate, executive ready presentations and slide decks that communicate analytical results, assumptions, limitations, and implications of findings.
• Document and communicate analytical findings, assumptions, and limitations to technical and non-technical audiences as appropriate.
• Partner with stakeholders and analytics teammates to clarify analytical objectives, validate assumptions, and deliver technically sound analytics solutions that support business decisions.
• Contribute to the advancement of IMA’s data culture through collaboration, knowledge sharing, and effective use of analytics in decision-making.

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Develops pathways to effectively monitor and analyze State & Federal regulations impacting employee benefits
• Creates summary communications of regulatory actions to provide internal and external customer education
• Serves as a liaison with external employee benefit legal resources to secure opinions and clarifications of regulatory guidance as needed
• Leads the development of technical tools, visual aids, and recorded presentations to assist Benefit service teams and clients with benefit compliance needs
• Monitors, researches, and responds to internal and external customer compliance inquiries
• Assists in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team
• Provides new benefit associate and ongoing benefit service team training for compliance related topics
• Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services

Compliance Lead – Employee Benefits

Salesforce Administrator

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Owns and administers enterprise Salesforce application with some direction
• Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions
• Provides Tier 1 and 2 Salesforce Application Support including but not limited to: user set up, managing fields and layouts, automation, integration and troubleshooting
• Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales process in conjunction with business partners
• Provides direction to IT Support regarding Salesforce

Analytics Engineer

• Independently design, develop, and maintain enterprise Power BI reports and dashboards that clearly communicate complex data in an intuitive and actionable format.
• Create visually effective, user-friendly reporting experiences using Power BI features such as bookmarks, drill-through pages, tooltips, and conditional formatting.
• Develop, enhance, publish, and maintain reports, dashboards, datasets, report schedules, and workspace configurations within Power BI Service.
• Design and optimize data models, DAX measures, and calculations to support accurate, performant, and scalable reporting solutions.
• Define, document, and promote Power BI development standards and data visualization best practices across the organization.
• Monitor and optimize report and dashboard performance to ensure efficient load times and smooth user interactions.
• Maintain clear and comprehensive technical documentation covering data sources, transformations, calculations, and report logic.
• Conduct thorough testing and validation to ensure data accuracy, troubleshoot issues, and confirm reporting outputs meet defined requirements.
• Collaborate with data analysts, data engineers, and other technical partners to understand dependencies, refine requirements, and deliver reliable reporting solutions.
• As needed, provide guidance and training to end users to support adoption and enable effective self-service reporting capabilities.
• Stay current with Power BI features, platform enhancements, and industry best practices to continuously improve reporting solutions.

IMA Certificate Compliance Analyst

Account Executive – Advanced Industries Practice

Senior Account Manager – Advanced Industries Practice

Data Analyst

Senior Account Manager – Advanced Industries Practice

Compliance Lead – Employee Benefits

Salesforce Administrator

Data Analyst

Analytics Developer