Employee Advocate
IMA Financial Group
About this role
This role supports IMA’s Employee Benefits team by serving as an advocate for members and clients, helping ensure positive experiences with benefits and claims processes. The position contributes to team efforts during enrollment periods and client events while working within a compliance-focused environment. The company emphasizes collaboration, diversity, and professional development for associates.
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
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
Josie Martinez Named Boston Market Leader at IMA Financial Group
Dec 5, 2025
IMA 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.
Salary
$69k – $91k
per year
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