Client Advisor
IMA Financial Group
About this role
The Client Advisor is responsible for providing service to current and prospective business risk clients, managing client relationships, and coordinating insurance application and renewal processes. The role involves explaining coverage, reviewing policies, and supporting client needs within an insurance environment.
Skills
Qualifications
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.
Recent company news
GlobeNewswireFive IMA Financial Group Associates Named to Risk & Insurance Magazine’s 2026 Power Broker® List
2 weeks ago
Yahoo FinanceIMA Financial Group Expands in Southeast Region with Valent Group Partnership
Oct 2, 2025
The Deerfield Valley News |IMA Financial Group, Inc. announces a partnership with The Richards Group
1 month ago
Risk & InsuranceJosie Martinez Named Boston Market Leader at IMA Financial Group
Dec 5, 2025
Insurance BusinessIMA Financial Group secures partnership with The Richards Group
Jan 5, 2026
About IMA Financial Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for IMA Financial Group.