Teams at IMA Financial Group

Leads national employee benefits financial strategy operations, managing regional teams and complex client analyses. Oversees underwriting, benchmarking, financial reporting, renewals, marketing support, carrier negotiations, peer review, service standards, and analytic solution development. Mentors professionals, drives process improvements, presents strategic recommendations, and partners with leadership, clients, carriers, and vendors. Requires strong quantitative, communication, presentation, and leadership skills, plus a Life and Health license.

Manages strategic mid-to-large, high-revenue client accounts, providing consultative benefits strategy and advanced lifecycle management. Oversees contract negotiations, escalated issue resolution, program optimization, budgets, and ROI models. Partners with Producers on business development, maintains carrier relationships, and mentors Client Managers and peers. Requires strong knowledge of self-insurance, compliance, funding strategies, and regulatory changes.

Manages national employee benefits clients by maintaining relationships, resolving issues, answering benefits questions, supporting compliance reviews, and coordinating client meetings. Oversees carrier and vendor implementations, reviews plan documents, develops employee communications, delivers benefits education, and tracks client action items. Partners internally to meet deadlines, maintain accurate workflows, and oversee assigned Account Coordinator activities.