IMA's internal training team is seeking a Retail Trainer to join one of our IMA offices! This position will work closely with the Retail Training Manager to assess training programs, identify root causes of problems, and solve critical issues relating to Process Training components of IMA and is eligible for a hybrid work schedule. A successful applicant must have the abi

What You'll Do Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/o

Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Work closely with Medicare Advisor(s) to provide non advice related support to clients, including maintaining contact with clients to provide or obtain updated information, scheduling client meetings, and responding to administrat

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 Prospect s , qualif ies , and close s new commercial accounts which meet IMA criteria Identif ies a target industry and/or market segment to focus network building, prospecting , and development of sp

What You'll Do Retain current clients. Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. M

What You'll Do Interacts professionally and timely with clients via email, phone, and in person Performs functions of the role within an IMA office 60% of the time Maintains a proactive approach, focusing on claim resolutions and strategies; advocates for the timely resolution of claim matters Communicates pertinent claim information on a timely basis to internal and exte

Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan s

Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. Maintain marketing sheet and update in Applied Epic. Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed,

What You'll Do Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign off on policy appropriateness and accuracy working along with the Producer and Technical Assistant Effectively work within EPIC, our agency management system Responsible for client contact for day to day issues, application prep, exposure

What You'll Do Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl