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IMA Financial Group

đź‘Ą 1001-5000đź’° Private about 4 years agoFinancial ServicesWealth ManagementRisk ManagementInsuranceđź’Ľ Private Company
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IMA Financial Group: A Leading Financial Services Firm IMA Financial Group is a nationally recognized financial services company specializing in risk management, insurance, employee benefits, and wealth management. As the ninth largest privately held and employee-owned insurance broker in the US, we serve clients across diverse sectors with innovative solutions tailored to their specific needs. Our expertise spans a wide range of financial services, establishing us as a trusted advisor for businesses and individuals seeking comprehensive financial protection and growth. Our commitment to leveraging technology is evident in our diverse tech stack. We utilize platforms such as Amazon Web Services (AWS), WordPress for our website, and ensure mobile compatibility across our digital presence. While specific engineering practices aren't explicitly stated, our job postings emphasize the use of Microsoft Office Suite, particularly Excel, and highlight the need for strong analytical skills, suggesting a data-driven approach to problem solving. We value a collaborative team environment fostered through regular national and local office meetings. IMA Financial Group prides itself on a supportive and inclusive work culture consistently recognized by prestigious publications. We've been named one of the Best Places to Work in Insurance by Business Insurance Magazine (2020-2023), among other accolades. We offer a comprehensive benefits package including competitive salaries, performance bonuses, stock options, and flexible work arrangements. Our employee-owned model contributes to a strong sense of ownership and shared success among our nearly 650 associates. With a presence across several states and continued growth trajectory, evidenced by recent acquisitions, IMA Financial Group offers a dynamic career environment for individuals seeking growth opportunities in the financial services industry. Our success stems from our dedication to clients, our commitment to innovation, and our investment in our employees.

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Jobs at this company:

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🔥 IMACC Advisor
Posted about 1 month ago

đź“Ť US

🧭 Full-Time

đź’¸ 52000 - 78000 USD per year

🔍 Commercial Insurance

  • Two plus years’ experience in Commercial Insurance and understanding of General Liability, Umbrella, Workers Compensation and other business policies.
  • Preferred bachelor’s degree.
  • Acquire and obtain Property and Casualty license within first 30-90 days of hire unless already licensed.
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel).
  • Expert verbal and written communication skills.
  • Strong level of comfort with learning and utilizing computer software programs (MYCOI and TrustLayer).
  • Limited travel required (less than 25%).

  • Independently audit certificates of insurance and endorsements for completeness, accuracy, and conformance to client’s contract requirements.
  • Provide detailed and accurate reviews under minimal guidance.
  • Answer client inquiries about compliance matters with minimal guidance.
  • Follow up with insurance agents to verify policy coverage and cancellations.
  • Act as a liaison between agents and clients.
  • Perform client account reviews and interact professionally with clients via email, phone, and in-person.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingDocumentationMicrosoft Office SuiteMS Office

Posted about 1 month ago
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🔥 Employee Benefits Member Advocate
Posted about 1 month ago

đź“Ť US

🔍 Employee benefits and insurance

  • High School Diploma or equivalent.
  • Minimum 3 years of employee benefits experience and knowledge of the insurance industry.
  • Ability to read and analyze insurance contracts and documents.
  • Bilingual in English & Spanish strongly preferred.
  • Must attain and maintain applicable state Life and Health License.
  • Proven track record of excellent customer service.
  • Strong organizational skills.
  • Ability to learn and utilize software systems efficiently.
  • High degree of tact to manage difficult situations.
  • Ability to work effectively in a fully remote setting without distractions.

  • Answer incoming emails and calls from clients and members, perform outreach, and build rapport.
  • Conduct research and identify issues, communicating with providers and insurance carriers.
  • Set expectations for follow-ups and manage member inquiries.
  • Log and document conversations and resolutions.
  • Collaborate with IMA service team for effective outcomes and communication.
  • Escalate issues when necessary for resolution.
  • Maintain client information and support resources.
  • Run reports and analyze data for service improvement.
  • Lead client onboarding calls to discuss service capabilities and set expectations.
  • Assist in reviewing service standards and metrics for program improvement.
  • Support IMA’s core values and initiatives on diversity and inclusion.

Documentation

Posted about 1 month ago
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🔥 Employee Benefits Analyst Regional Team Lead
Posted about 1 month ago

đź“Ť Pacific Standard Time (PST)

🧭 Full-Time

đź’¸ 155000 - 185000 USD per year

🔍 Employee benefits brokerage

  • Bachelor’s Degree or equivalent experience.
  • Proven experience as a Technical Consultant or Analyst in the employee benefits brokerage industry for 10+ years.
  • Experience managing or leading a team of EB Analysts.
  • Must obtain and maintain applicable state Life and Health License.
  • Willing and able to travel approximately once per month.
  • Must be located in Pacific Standard Time (PST).
  • Proficient in using Microsoft Office suite, especially Excel.
  • Strong knowledge of complex funding arrangements including self-funded, level-funded, and fully insured plans.
  • Experience executing strategic direction of analytic solutions.
  • In-depth knowledge of employee benefits programs and industry trends.
  • Strong analytical skills with the ability to innovate methodologies.

  • Maintain a book of complex self-funded, level funded, and fully insured clients, providing financial reporting and strategic leadership.
  • Coordinate and manage the overall work and projects of assigned analysts, including performance evaluations.
  • Assign clients and organize workflow within the team while providing ongoing feedback for professional development.
  • Participate in hiring processes and assist with meetings to communicate updates.
  • Mentor analysts to support associate growth in emerging markets and identify quality improvement opportunities.
  • Engage with client executives to ensure work quality and provide customized benchmarking analyses.
  • Perform detailed underwriting and IBNR analysis for various benefit plans.
  • Review team needs for marketing updates and participate in contract renewals and negotiations.
  • Lead client presentations and support sales efforts as a subject matter expert.

LeadershipProject ManagementData AnalysisPeople ManagementProduct ManagementProject CoordinationCross-functional Team LeadershipStrategyCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted about 1 month ago
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🔥 Workers Compensation Claim Executive
Posted about 1 month ago

đź“Ť California

đź’¸ 91300 - 136400 USD per year

🔍 Insurance

  • 10+ years of prior Claims experience required.
  • Strong knowledge of California Workers’ Compensation Claims, including rules and regulations required.
  • Bachelor’s degree or work experience equivalent to a college degree required.
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel).
  • Technical skill and knowledge of coverage and claims handling required.
  • Moderate travel required (25-50%).
  • System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred.
  • Excellent communication and negotiation skills.
  • Strong mathematical and reasoning skills required.
  • Ability to discuss and solve claim problems with clients and insurance carriers required.

  • Interact professionally and timely with clients via email, phone, and in-person.
  • Maintain a proactive approach focusing on claim strategies and resolutions.
  • Communicate pertinent claim information timely to internal and external clients.
  • Maintain strong relationships with internal and external clients.
  • Participate in presentations for new business, RFPs, claim reviews, and renewals.
  • Assist Claim Manager with claim staff onboarding, training, and development.
  • Develop strong working knowledge of IMA computer systems.
  • Lead and contribute to Claim Projects and other assigned tasks.

LeadershipCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem-solving skillsNegotiation skills

Posted about 1 month ago
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