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IMA Financial Group

Insurance, risk management, and wealth advisory

Executive Risk Solutions Broker

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • A college degree is required; an advanced degree such as a Juris Doctor or Master of Business Administration will receive special consideration.
  • Excellent organizational and oral and written communication skills are required.
  • The ability to build and maintain strong relationships with underwriters, clients, and internal team members is required.
  • The ability to respond calmly, creatively, and quickly in a fast-paced, changing environment is required.
  • The ability to interpret and negotiate insurance contracts is required.
  • Strong mathematics skills, including familiarity with ratios, percentages, discounts, and commissions, are required.
  • The ability to handle standard situations and prioritize multiple tasks is required.
  • A property and casualty license for the state of the business is required, as is completing continuing education requirements to retain the license.
  • Computer proficiency with multiple applications, including Microsoft Office, is required.
  • The willingness to take on additional duties and responsibilities as needed is required.
  • The ability to travel occasionally when business needs arise is required.
  • A minimum of five years of relevant work experience is required.

Responsibilities

  • Interface with internal distribution channels, including production and other client-facing staff, to educate them on management liability products and assist with opportunities in this area.
  • Market new and renewal business for publicly traded companies and other companies with complex risk profiles.
  • Analyze and interpret client financial statements and insurance contracts.
  • Identify areas for improvement within insurance programs and develop strategies for implementing changes.
  • Communicate with insurance markets and use negotiation skills to secure favorable program terms.
  • Develop and strengthen underwriter relationships and understand the executive liability marketplace, including carrier appetite, capabilities, and performance history, to effectively represent clients.
  • Understand leading insurance company policy forms and communicate differences to internal team members, underwriters, and clients.
  • Maintain effective working relationships with client contacts, typically chief financial officers and/or chief legal officers or general counsel.
  • Contribute to the development of client proposals and communicate proposal materials to clients.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

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, CO
Founded
1974

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