Sales & Account Management (1)

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
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 requiring direct interactions
Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients
Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs
Client meetings
Participates in client and prospect meetings, and may lead meeting with guidance
Assists in and prepares materials and collateral for meetings and discussions
Records and reports meeting discussion and action items
Carrier and vendor management
Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings
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
Trains clients on technology and resources available
Works with clients to develop short and long-term employee communication objectives
Creates member facing collateral pieces to promote and clarify benefit program features
Leads 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
Training and Mentoring
Mentors and trains other Account Managers
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.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

Attains and maintains state life and health license in accordance with IMA standards
Bachelor’s degree in relevant field or equivalent job experience
5 or more years of relevant experience
Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel)
Ability to work in agency/client management systems and other related software and technology platforms
Ability to effectively work independently
Excellent interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner internally and externally
Demonstrates critical thinking and problem solving with the ability to analyze and interpret data
Ability to present information in a group setting (in person and virtually)
Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed
Possesses high degree of diplomacy and tact while maintaining confidentially
Some travel required

#LI-RH1

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 benefits 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

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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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