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

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 Serves as the day to day contact for all client requests within a book of business (primarily Mid Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where appli

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

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 and understands the importance of diversity, equity, and inclusion among all IMA associates. Provides administrative support to Senior Leadership team members to include but not limited to development of spreadsheets, PowerPoint and other presentation materials and spreadsheets, and preparation of

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

include but are not limited to Serves as the firm wide resource for all RIA risk & compliance topics Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks Serves as named Chief Compliance Officer for regulated entities within IMA Advisors Works closely with leaders

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

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