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IMA Financial Group
- Dallas, TX / Fort Worth, TX
What You'll Do Interact professionally and timely with our sales team via email and phone Collaborate with the RFP, design, sales, and marketing teams Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites Collaborate with subject matter experts across all functi
Posted Today
What You'll Do Interact professionally and timely with our sales team via email and phone Collaborate with the RFP, design, sales, and marketing teams Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites Collaborate with subject matter experts across all functi
Posted Today
What You'll Do Interact professionally and timely with our sales team via email and phone Collaborate with the RFP, design, sales, and marketing teams Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites Collaborate with subject matter experts across all functi
Posted Today
What You'll Do Interact professionally and timely with our sales team via email and phone Collaborate with the RFP, design, sales, and marketing teams Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites Collaborate with subject matter experts across all functi
Posted Today
What You'll Do Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Performs functions of the role within an IMA office more than 50% of the time Engages with Regional and Market President daily regarding status of company wide projects and key initiatives. Drives Regional and Market
Posted Today
What You'll Do Proficiently know WC Select marketplace. Ability to perform all tasks assigned to WC Select Account Manager in the day to day marketing, servicing, and maintenance of the book of business in a timely, accurate and professional manner. Monitor expiration list for WC Select accounts and execute complete renewal marketing process, 60 90 days out, as pre determ
Posted Today
What You'll Do Primary Role Provide internal support to the Account Management team in providing day to day client service. This position is expected to consistently provide excellent customer service to accounts in a supporting role. This work would include responding to carrier inquiries, contract review, back up to account management staff when out of the office, emplo
Posted 1 day ago
As a Sr. Business Insurance Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our small commerical lines clients. What You'll Do Supports and demonstrates IMA Select's core values Values and understands the importance of diversity, equality, and inclusion among all IMA associates Responsibility for daily account servicing
Posted 1 day ago
What You Will Do 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 Prepares RFP for all ASO and fully insured submissions to market with Account Executive direction Collect, manage, and review proposals Update marketing results into spreads
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
What You'll Do Lead both long and short term strategic consultation and planning efforts for self funded/captive client benefit programs Ensure programs and plan design are in alignment with all applicable regulatory requirements Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the cl
Posted 3 days ago
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