Account Manager (Small Business)
IMA Financial Group(22 days ago)
About this role
A mid-level client-facing role at IMA Select within an insurance brokerage, focused on supporting the firm’s client service goals and values. The position contributes to the company’s growth by supporting insurance account operations and collaborating across teams. It is part of a team-oriented culture that emphasizes diversity, inclusion, and professional development.
Required Skills
- Client Servicing
- Account Management
- Renewals
- Negotiation
- Communication
- Relationship Building
- Policy Analysis
- Microsoft Office
- Problem Solving
- Math Skills
Qualifications
- Property and Casualty License
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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