Employee Benefits Market Leader

IMA Financial Group, Inc.; Portland (OR); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Flexible Work Options

Paid Time Off

Job summary

IMA Financial Group, Inc. is searching for a leader skilled in the insurance industry to manage workflows, enhance customer service, and provide team development. The role includes maintaining positive client relationships and accountability for results.

With responsibilities spanning from coaching team members to overseeing a book of business, the ideal candidate will possess substantial industry knowledge and management experience, supported by a robust benefits package including performance bonuses and medical plans.

Qualifications

• 5 to 10 years of insurance industry experience.
• Prior management experience in a team-oriented workplace.
• Ability to drive results and foster positive relationships.

Responsibilities

• Manage workflow and customer service standards compliance.
• Provide ongoing training and development for team members.
• Build relationships with clients and manage a small book of business.
• Drive results and governance of strategic initiatives.

Skills

Insurance industry experience

Management experience

Leadership

Client relationship management

Education

State Life and Health license

Job description

Essential Job Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Leadership:
• Ultimately responsible for all workflow and customer service standards compliance for Service Teams.
• Provide leadership to team members through consistent meetings to provide ongoing training and development opportunities; recognize opportunities for growth; assist in their expansion of industry knowledge to better serve our clients.
• Drive results and provide governance of strategic initiatives.
• Work closely with the Leadership Team to support and develop agency initiatives.
• Foster positive working relationships with Clients, Producers, and Client Advisor teams.
• Manage P&L for the market and provide updates to Leadership Team.
• Empower employees to take responsibility for their jobs and goals.
• Ownership of vendor / partner relationships by market (i.e., Denver)
• Ownership of EPIC metrics for measuring revenue.
• Partner with Producers to meet clients and bring in new business.
• Actively participate in IMA management meetings.
• People Management:
• Provide leadership to team members through consistent meetings to provide ongoing training and development opportunities; recognize opportunities for growth; assist in their expansion of industry knowledge to better serve our clients.
• Strategic assignment and reassignment of business with Account Executives, as needed throughout the year, contemplating growth, shifts in service center business and development of associate knowledge / expertise and opportunity.
• Responsible for day-to-day coaching and management of team including escalated client, carrier and accounting issues.
• Manage PTO approval, performance reviews, timecards, back-up plans.
• Serve as gatekeeper for complaints / challenges (client, producer, marketing, etc.) or E&O related matters.
• Account Service:
• Manage a small book of business and build relationships with clients.

Required Experience and Skills

• 5 to 10 years of insurance industry experience
• A state Life and Health license and will fulfill continuing education requirements to retain licensing
• Prior management experience with demonstrated ability to drive results in a team-oriented workplace

Benefits

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.

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.