IMA Financial Group
A Client Support Specialist at IMA handles client requests, prepares renewal materials, collaborates with Account Executives, and manages policy processes. The role involves client and underwriter relationship building, data management, and policy coordination.
Headquarters
Denver, Colorado, United States
Company Size
1001-5000 employees
Founded
1974
IMA 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.
Five IMA Financial Group Associates Named to Risk & Insurance Magazine’s 2026 Power Broker® List
2 weeks ago
IMA Financial Group Expands in Southeast Region with Valent Group Partnership
Oct 2, 2025
IMA Financial Group, Inc. announces a partnership with The Richards Group
1 month ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for IMA Financial Group.
Right around the average for this role
Josie Martinez Named Boston Market Leader at IMA Financial Group
Dec 5, 2025
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