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

Serves 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 (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)

Building ability to anticipate problems through client or underwriter communications or industry changes

Using the client workbook, creates the marketing submission and manages ongoing negotiates 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, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills include but are not limited to:

2+ years of commercial small business experience preferred

Strong organizational skills

Ability to work independently

Ability to build underwriter and client relationships

Ability to delegate to appropriate parties when necessary

Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Holds or is pursuing general insurance designation (preferred)

Some travel required (up to 20% depending on book of business & industry)

Strong communication skills both written and verbal

Competencies & Traits:

Professionalism





Manage Client Relationships

Agility/Flexibility

Interpersonal skills

Communicating

The anticipated posting timeline for this opportunity is 8/26/2026-9/26/2026.

Salary Range
$70,000—$85,000 USD

Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D;, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust advantages package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

These benefits do not apply to internship roles.

Why Join IMA?
We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits,



plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

Business Insurance Magazine – Best Places to Work in Insurance

US Insurance Awards – Community Outreach Project of the Year

U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist

Inc. Magazine Best Workplaces

Inc 5000 – List of Fastest Growing Companies

Alaska Journal of Commerce – Best Workplaces in Alaska

Charlotte Business Journal – Best Places to Work

Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

Connecticut Top Workplaces

Dallas Business Journal – Best Places to Work

Denver Business Journal – Best Places to Work

Denver Business Journal – Fast 50

Kansas City Business Journal – Best Places to Work

Los Angeles Business Journal – Best Places to Work

Puget Sound Business Journal – Washington’s Best Workplaces

Tampa Bay Times – Best Workplaces

The Salt Lake City Tribune Top Workplaces

Utah Business – Best Places to Work

Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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