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IMA Financial Group

Insurance, risk management, and wealth advisory

AI Enablement Analyst

Full-Time
$100k - $150k+ Annual Performance Bonus + Stock Purchase
Mid
Bachelor's
Denver, CO, USA
In PersonPeriodic travel to support stakeholder engagement, workshops, training, and implementation across business units and office locations.
Software EngineeringAI Application Engineering

About the job

Requirements
  • A bachelor's degree in Information Systems, Computer Science, Analytics, Engineering, or a related field.
  • Two to four years of professional experience in technology, analytics, product management, consulting, or a related field.
  • Experience building AI agents, workflow automations, or low-code applications.
  • Experience with Microsoft 365 information architecture, Microsoft Copilot, Copilot Studio, Power Automate, Power Apps, Power Platform, or similar technologies.
  • Experience with Python, APIs, data integrations, scripting, or automation development.
  • Familiarity with business intelligence, data analysis, and reporting tools.
  • Familiarity with data cleansing, data governance, information management, or knowledge management initiatives.
  • Familiarity with gathering and documenting business requirements and translating business needs into practical solutions.
  • Experience supporting projects involving multiple stakeholders.
  • Experience analyzing business processes and identifying opportunities for improvement.
  • Strong analytical, critical-thinking, and problem-solving skills.
  • Technical aptitude and ability to build solutions using AI and automation platforms.
  • Strong understanding of AI governance concepts, including human review, approved tools, data privacy, confidentiality, source grounding, hallucination risk, bias awareness, and output validation.
  • Ability to translate ambiguous business needs into structured workflows, requirements, and reusable AI-enabled processes.
  • Ability to define and track success metrics for AI-enabled workflows, including adoption, efficiency, quality, risk reduction, and business value.
  • Ability to operate effectively in a regulated or compliance-sensitive environment.
  • Strong written, verbal, and presentation skills.
  • Initiative, curiosity, willingness to learn emerging technologies, and attention to detail with a commitment to quality.
  • Ability to travel periodically to support stakeholder engagement, process discovery, training, workshops, and AI implementation across business units and office locations.
Responsibilities
  • Serve as an AI advisor to leaders across the division's business units.
  • Facilitate stakeholder interviews and discovery sessions to uncover business challenges and identify AI enablement opportunities.
  • Analyze business processes and workflows to identify opportunities for automation and augmentation with AI solutions.
  • Evaluate and prioritize AI use cases based on business value, feasibility, implementation effort, and adoption readiness.
  • Maintain the division's AI opportunity intake process, prioritization framework, implementation backlog, and roadmap.
  • Support development of business cases and recommendations for AI investments and implementation decisions.
  • Design, build, test, deploy, and maintain AI agents, copilots, workflow automations, and related AI-enabled solutions.
  • Configure solutions using Microsoft Copilot Studio, Power Platform, Power Automate, and other approved enterprise technologies.
  • Develop prompts, agent instructions, knowledge repositories, and supporting assets to maximize solution effectiveness.
  • Support integrations between AI solutions, business systems, and data sources where appropriate.
  • Collaborate with IT, Compliance, and business stakeholders to ensure adherence to governance and enterprise standards.
  • Monitor solution effectiveness and continuously improve functionality, usability, and adoption.
  • Assess data quality, information architecture, and knowledge sources required to support AI-enabled solutions.
  • Support data cleansing and standardization efforts that improve AI performance and business outcomes.
  • Support efforts to create reliable, well-organized sources of information for AI consumption.

About the company

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$1.6B

Headquarters

Denver, Colorado

Founded

1974

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Simplify's Take

What believers are saying

  • Oak Hill, New Mountain, and HarbourVest funded technology, talent, and partnership expansion.
  • IMA placed a $4 billion AI data center property program on April 22, 2026.
  • Washington, Alabama, and global risk leadership hires signal continued geographic and vertical expansion.

What critics are saying

  • Moody’s rated IMA’s $1.295 billion term loan B3 on August 5, 2026.
  • Leverage exceeded 7.5x through March 2026, crushing free cash flow coverage.
  • The June 2026 Howden and EPIC lawsuits expose retention fragility across producer teams.

What makes IMA Financial Group unique

  • Majority employee ownership survived the May 13, 2026 $4.0 billion recapitalization.
  • IMA’s enterprise AI adoption reached 95% daily associate usage by August 18, 2026.
  • National specialty practices in healthcare, global risk, and energy widen cross-sell depth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short-term Disability

Long-term Disability

Accident

401(k) Company Match

401(k) Retirement Plan

Stock Purchase

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical Leave

Family Assistance Program

Health Club Reimbursement

Personal and Professional Development

FSA

HSA

Pre-Tax Parking Plan

Critical Illness

Hospital Indemnity

Business Travel Accident

Identity Theft

Gift Matching

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

10%

2 year growth

10%
GlobeNewswire
Oct 8th, 2026
The Council of Insurance Agents & Brokers elects Eric Leavitt as 2026/2027 Board Chair.

The Council of Insurance Agents & Brokers elects Eric Leavitt as 2026/2027 Board Chair. WASHINGTON, DC, Oct. 08, 2026 (GLOBE NEWSWIRE) - The Council of Insurance Agents & Brokers (The Council) is pleased to announce that Eric O. Leavitt, Executive Chairman and CEO of Leavitt Group (Cedar City, Utah), will serve as 2026/2027 Chair of the association's Board of Directors. Leavitt was elected Chair of the Board during The Council's 113th annual Insurance Leadership Forum last week in Colorado Springs. He succeeds John Howard, Vice Chairman of CRC Group. Leavitt will lead a team of Board Officers including newly elected Vice Chair J. Powell Brown of Brown & Brown (Daytona Beach, FL); Treasurer Mike Victorson of M3 Insurance (Madison, WI); and Secretary Jacqueline Roth of IMA Financial Group (Denver, CO). "As a Board Director and Officer, I've had the privilege of collaborating with the most respected leaders in brokerage firms around the world and leveraging their knowledge to help guide The Council's long-term strategy," said Leavitt. "Serving as Board Chair is another opportunity for me to support our member firms by helping The Council evolve and respond to market shifts, with its deep history and commitment to this industry as guiding principles." Founded in 1952, Leavitt Group operates more than 80 agencies and 290+ locations across 30+ states through a distinctive local co-ownership model. The firm ranks 15th among the largest privately held independent brokerages in the U.S. and first among the largest family-owned brokerages. Under Eric Leavitt's leadership, Leavitt Group has expanded its national footprint while preserving its focus on investment in people, collaboration, and long-term relationships. Earlier this year, Eric Leavitt was recognized for 35 years of service with The Leavitt Group. He has also been named a "CEO of the Year Honoree" by Utah Business Magazine. "Eric's thoughtful approach to leadership and his perspective on The Council's role within our industry have been invaluable to our Board and our association," said Joel Wood, President/CEO of The Council. "I want to thank John Howard for his guidance and dedication over the past year. Our team is looking forward to 2027 and building on the success we've seen for both The Council and The Council Foundation." The Council Foundation Board will also welcome newly elected directors and officers, effective Jan. 1, 2027. John Tallarida of Heffernan Group (Oakland, CA) will succeed Rob Cohen of IMA Financial Group as Foundation Board Chair. Nancy Mellard of CBIZ (Kansas City, MO) was elected Vice Chair, and Kate Armfield of The Baldwin Group (Leesburg, VA) was elected Treasurer. Joel Wood will continue to serve as Secretary of the Foundation Board. About The Council of Insurance Agents & Brokers Founded in 1913 and based in Washington, D.C., The Council of Insurance Agents & Brokers is the premier association for the top 150 commercial property & casualty insurance and employee benefits intermediaries worldwide. Council members are market leaders who annually place 90 percent of U.S. commercial P&C premiums and 70 percent of all employee benefits business. The Council's Government Affairs team represents our member firms with a strong, unified voice on Capitol Hill and within the regulatory space. CouncilPAC, The Council's political action committee, consistently maintains its position as the leading PAC in the insurance industry. In addition to providing best-in-class professional development resources and publishing Leader's Edge, an award-winning industry content platform, The Council hosts four annual leadership forums: Insurance Leadership Forum (ILF) and [www.ciab.com/meetings/leadership-forums/eblf/]Employee Benefits Leadership Forum (EBLF), gathering leading brokers, carriers, and strategic partners in the commercial P&C and EB sectors respectively; the Operations Leadership Forum (OLF), offering leadership development opportunities for C-suite brokerage executives; and the Legislative Summit, connecting Council members with key legislators on broader issues impacting our industry.

IMA Financial Group
Sep 8th, 2026
IMA Financial Group appoints National Healthcare Practice Director.

IMA Financial Group appoints National Healthcare Practice Director. Sep 8, 2026 Experienced healthcare leader advances IMA's focus on specialized risk strategies (Denver - September 8, 2026) IMA Financial Group, Inc., a North American insurance brokerage firm specializing in risk management, employee benefits, and investment advisory services, today announced that Krista Adamson, CIC, has been named National Healthcare Practice Director. In her new role, Adamson will lead the growth and development of IMA's national healthcare practice, bringing together healthcare expertise across the organization, strengthening carrier relationships and supporting teams as they serve healthcare clients and grow the practice. She will also focus on developing strategies and solutions that address evolving healthcare risks and further differentiate IMA in the marketplace. "Krista understands the unique pressures healthcare organizations face and what it takes to help leaders navigate them," said IMA Vice President and Specialty Practices Leader Cooper Cohen. "She brings a combination of technical expertise, strategic thinking and a genuine ability to connect with clients and teams. Her leadership will be an important asset as IMA continues to deepen its relationships across the healthcare industry." Adamson brings more than two decades of insurance experience, with a focus on healthcare since 2014. Before joining IMA, she spent 12 years with Alera Group, where she ultimately led the Property & Casualty practice for HealthSure. During her tenure, she helped expand the practice, develop healthcare-specific programs and service strategies, strengthen carrier partnerships, and build and mentor a team dedicated to serving healthcare clients. "I've seen firsthand how quickly the risk landscape is changing for healthcare organizations, from evolving property and casualty exposures to increasingly complex insurance markets," said Adamson. "Our opportunity is to bring together the depth of expertise across IMA and turn that perspective into practical strategies that help healthcare leaders make informed decisions, strengthen their risk programs and prepare for what's ahead." IMA's national healthcare practice delivers specialized risk and insurance solutions to organizations across the healthcare continuum, including hospitals and physician groups, senior living, behavioral health and home healthcare providers. The practice brings together clinical risk management, advanced analytics, claims advocacy and deep healthcare market expertise to help clients navigate complex exposures, make informed decisions and build more resilient organizations. Under Adamson's leadership, IMA is further positioned to build on its commitment to bringing specialized expertise and innovative risk strategies to healthcare organizations nationwide. About IMA Financial Group IMA Financial Group is an independent broker, defining the future of insurance through comprehensive and consultative risk and investment advisory services. A majority employee-owned and managed company, its 3,000-plus associates in offices across the country are empowered by a shared mission to manage risk, protect assets and make a difference. Media contacts. Kakie Atwell, VP Corporate Communications [email protected] Jessica Poulalier, Center Reach Communications [email protected]

Moody's
Aug 5th, 2026
Moody's assigns B3 rating to IMA Financial's $1.3B term loan refinancing

Moody's Ratings has assigned a B3 rating to IMA Financial Group's new senior secured credit facilities, comprising a $1.295 billion seven-year term loan and a $300 million five-year revolving credit facility. The company will use proceeds to repay existing debt and related expenses. The rating reflects IMA's regional presence as a middle market insurance broker serving the western and southwestern US, with good client and carrier diversification. However, these strengths are offset by high financial leverage and low interest coverage. For the 12 months through March 2026, IMA's pro forma financial leverage stood slightly above 7.5 times, with low interest and free cash flow coverage. The Denver-based company generated total revenue of $831 million during this period. IMA is majority owned by employees, with minority stakes held by three private equity firms.

IMA Financial Group
Aug 5th, 2026
IMA Financial Group appoints new leader for Washington Market.

IMA Financial Group appoints new leader for Washington Market. Aug 5, 2026 Longtime insurance leader Karen Schwartz to guide the firm's growth in the region (Seattle - August 5, 2026) IMA Financial Group, Inc., a North American insurance brokerage firm specializing in risk management, employee benefits, and investment advisory services, today announced that Karen Schwartz has been named Washington Market President, effective August 1. In her new role, Schwartz will lead IMA's Washington market strategy, focusing on strengthening collaboration across business lines, partnering with Property & Casualty and Employee Benefits teams and producers, and advancing growth initiatives while continuing to deliver exceptional outcomes for clients. Schwartz has played an important role in the success of IMA's Washington and broader Pacific Northwest teams, most recently leading the company's Employee Benefits business in the region. During her time with IMA, she has helped drive strong business results while fostering the collaborative culture that has contributed to continued growth and client retention. "Karen is a proven and highly respected leader who is already playing a key role in the success of our Washington and broader Pacific Northwest teams," said IMA West President Steve Brockmeyer. "During her time with IMA, she has delivered outstanding results while fostering the collaborative culture that has helped drive strong growth and retention. Her deep understanding of our clients, our people and our business makes her exceptionally well positioned to lead the Washington market." Schwartz brings nearly 15 years of insurance industry experience spanning client service, sales and executive leadership. She joined Parker, Smith & Feek, an IMA company, in 2020 and has played a key role in the continued growth of the firm's Employee Benefits business across the Pacific Northwest. Most recently, she served as Pacific Northwest Market Leader, Employee Benefits, leading more than 100 associates across Washington, Alaska and Hawaii. "I've always believed our industry is about finding thoughtful solutions that help organizations manage risk, achieve their goals and take care of their employees," said Schwartz. "As we continue to grow, my priority is to build on our collaborative culture, invest in our talented associates and deliver meaningful value for our clients." Schwartz's appointment marks the next chapter in IMA's continued evolution in the Pacific Northwest and reflects the firm's long-term commitment to the region. About IMA Financial Group IMA Financial Group is an independent broker, defining the future of insurance through comprehensive and consultative risk and investment advisory services. A majority employee-owned and managed company, its 3,000-plus associates in offices across the country are empowered by a shared mission to manage risk, protect assets and make a difference. Media contacts. Kakie Atwell, VP Corporate Communications [email protected] Jessica Poulalier, Center Reach Communications [email protected]

Saint Mary's University of Minnesota
Jul 24th, 2026
USM Men's Swimming & diving named 2025-26 KCAC Men's Team of Character.

USM Men's Swimming & diving named 2025-26 KCAC Men's Team of Character. Jul 24, 2026. Have questions? Contact University Of Saint Mary, Inc.. (Leavenworth, Kansas) - The University of Saint Mary men's swimming & diving team has been named the 2025-26 KCAC Men's Team of Character, the conference office announced Friday. All KCAC Champions of Character Awards are presented by IMA Financial Group. "I'm incredibly proud of our men's team for earning the 2025-26 KCAC Men's Team of Character award," David Bresser, head coach of the Saint Mary men's and women's swimming & diving teams, stated. "Competing at a high level is important to our program, but just as important is the way we prepare, support one another, and represent the University of Saint Mary every day. This honor truly reflects the commitment our student-athletes have made to lead with integrity, serve others, and consistently put the team first. Our swimmers bring that same mindset to every practice, every meet, and every opportunity to compete. This award is a testament to the culture we've built together here at USM and to what it means to be a Spire. They truly earned it." In February, the Spires were named the Team of Character for the sport of Men's Swimming. The Spires had five student-athletes earn the KCAC Scholar-Athlete distinction, and had one swimmer named to the KCAC All-Conference First Team. In 2025-26, the Spires accumulated nearly 200 community service hours, with service projects including, but not limited to: * Operation Christmas Child * Feed the Need, a program designed to assist those in need in the Leavenworth/Lansing area. * Volunteering at local high school swim meets. * Making gift bags for correctional facilities in the area. * Making gift bags for women's clinics in the area. Members of the USM men's swim team also served in leadership roles on campus, including being residential hall assistants (RAs), being on the Honors executive council, being a part of the campus STEM Club, being involved in the Student Government Association, and being involved in peer tutoring. The team enjoyed success at the conference championship, finishing in seventh place as a team, highlighted by the following individuals: * Ian Lucas - Top Four Finishes in the 50 Meter Freestyle, the 100 Meter Freestyle, and the 100 Meter Fly * Ian Hein - Top Ten Finishes in the 100 Meter Breaststroke, the 400 Meter Freestyle Relay, the 800 Meter Freestyle Relay, and the 400 Meter Medley Relay * Brandon Kendall - Top 10 Finishes in the 200 Meter Fly, the 800 Meter Freestyle Relay, the 200 Meter Medley Relay, and the 400 Meter Medley Relay. "The University of Saint Mary is incredibly proud of our men's swim team for being named the 2025-26 KCAC Men's Team of Character," Rob Miller, Vice President of Athletics at Saint Mary, said. "This honor reflects so much more than success in the pool, it recognizes the integrity, leadership, sportsmanship, and commitment our Spire student-athletes demonstrate every day. Congratulations to Coach Bresser and his team on this well-deserved achievement. We are grateful for the way they represent the University of Saint Mary and the KCAC with excellence both in and out of the pool." The University of Saint Mary is a Catholic co-educational applied liberal arts university founded and sponsored by the Sisters of Charity of Leavenworth. The University of Saint Mary main campus is located at 4100 South 4th Street, Leavenworth, Kan. USM-Johnson County, at 11221 Roe Ave., offers evening accelerated graduate and undergraduate degree-completion programs. The university also offers online programs. Visit stmary.edu for more information.