RENEWALS

• Request renewals for all lines of coverage
• Responsible to ensure target renewal release dates are met by carriers
• Initial review of all fully insured lines of coverage preparing for Account Executive review

REQUIRED EXPERIENCE AND SKILLS:

• Up to 2 years of similar or related experience
• Prefer college graduate, 2-year degree or equivalent experience
• Proficient with MS Office Suites with intermediate skills required
• Attain Life and Health license & maintain through continuing education requirements
• Limited travel required (less than 25%)
• Analyze and interpret data
• Effectively manages multiple projects while meeting timelines
• Handle confidential information with tact and discretion
• Excellent organizational and reasoning skills
  The anticipated posting timeline for this opportunity is 08/06/2025-09/07/2025.
  

  LI-RH1

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.

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Interact professionally and timely with clients via email and phone
• MARKETING/RFPs
• Prepares RFP for all fully insured submissions to market with Account Executive guidance
• Collect and manage proposals
• Update marketing results into spreadsheet to be reviewed by Account Executive