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Executive Risk Solutions Specialist

$50k - $75k

IMA Financial Group

Executive Risk Solutions Specialist

IMA's Executive Risk Solutions (ERS) team is seeking a Specialist to join our group! This is a great opportunity for anyone looking to start or continue their career in the Business Insurance space by working closely within the ERS team and alongside other IMA servicing teams and carriers to meet client needs. A successful applicant must have strong problem-solving abilities, be adaptable, possess professionalism, and strong communication and relationship building skills. This role can be located in our Wichita, KS, Overland Park, KS, or Denver, CO offices and is eligible for hybrid scheduling!

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.
  • With moderate guidance:
    • Send out detailed renewal requests to service teams within IMA
    • Preliminarily check and compare new and renewal quotes comparing to expired programs / policies and applications for coverage
    • Limited brokering of Executive Risk deals may be required
  • With minimal guidance:
    • Policy processing in accordance with IMA workflow standards
    • Maintain EPIC data integrity
    • Pull applications as requested by P&C service teams
    • Follow up on quotes due for the ERS team as requested
    • Send bind requests in accordance with the instructions provided by ERS associate
    • Follow up and review binders for accuracy and work with other service teams to deliver seamless internal service
    • Follow-up with service teams on subjectivities needed for policy issuance and finalize with insurance carriers
    • Record keeping (I.e. extensions, revenues, renewal dates, etc.) / Business tracking
    • Produce historical renewal data for ERS team and service teams
    • EPIC related data entry for all ERS associates / file documentation

Foster relationships (P&C team, insurance carriers, etc.) and collaboration with different IMA divisions and offices

Required experience and skills include but are not limited to:

  • Highly organized and ability to manage multiple priorities
  • Bachelor's Degree preferred or equivalent experience
  • Intermediate Microsoft Office skills preferred
  • Property & Casualty License preferred but not required
  • Written and verbal communication competencies required
  • Critical:
    • Tracking all tasks to applicable deadlines
    • Ability to handle high volume demands accurately with little lead time
    • Ability to respond timely and accurately

Salary Range $50,000—$75,000 USD

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.

Vacancy posted 19 hours ago
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