IMA Financial Group, Inc.
The role involves daily account servicing and client advisement, including handling inquiries, processing carrier downloads, maintaining accurate records, and managing renewals. It also requires cultivating client relationships, developing remarketing strategies, cross‑selling, and following up on accounts receivable while adhering to company values and professional standards.
Headquarters
Denver, Colorado, United States
Company Size
1001-5000 employees
Founded
1974
The Ignite Advantage Ignite simplifies benadmin with expert setup, automated integrations, and intuitive employee tools—delivering accuracy, efficiency, and a better...
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, Inc..
IMA Financial Group, Inc. didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
Commercial Client Advisor (Small Business)
IMA Financial Group
Private Client Advisor
IMA Financial Group
Private Client Personal Insurance Account Manager
The Jonus Group
Personal Lines Client Service Representative II - Temporary to Hire
Capital Insurance Group
P&C Servicer
Acrisure
Private Client Risk Advisor
Towne Insurance