include but are not limited to Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interest Drives strategic direction of the Private Wealth investment platform sourcing, implementing, and evolving investment options to enable Advisors to serve their clien

What You'll Do Serves as the primary day to day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal an

Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan s

include, but are not limited to Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions Pursues and sells ourservices to retirement plan prospects Solidifies client relationships and maintains responsibility for ongoing client service in conjunctionwith IMA team Completes investment analysis of clients/prospects investment portfol

Supports and demonstrates IMA's core values. Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Handles escalated claim issues for all clients timely and efficiently. Able to document all interactions with members via internal processes. Able to participate in client meetings such as health fairs and open enrollment. Able t

We are seeking an Account Manager to join our Property & Casualty Diversified lines team in Wichita, KS! This person will serve as the day to day contact for all client requests within a book of business (primarily Mid Market accounts OR Emerging accounts) with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries

What You'll Do Serves as the primary day to day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal an

What You'll Do Essential job responsibilities include but are not limited to Serves as the primary day to day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed. Owns the marketing process for new project policies such as complex Builders Risk and Owners Interes

Our Advanced Industries Practice is seeking an Account Executive to join our team out of our Denver, CO, office! This is a great opportunity to work side by side with exceptional professionals focusing on the technology, life sciences, advanced manufacturing, and digital asset industries. We are focused on providing excellent service to our clients, developing comprehensi

IMA's Employee Benefits Team is seeking an Analyst II to join our Wichita Market team! This position plays a pivotal part in employee benefits marketing and request for proposal process, renewals, third party partnerships and consultations, and underwriting, data analysis. Responsibilities include but are not limited to Prepare request for proposals (RFP) for all administ

include but are not limited to Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization

Primary Role Responsible for producing and maintaining the financial review of client's employee benefits for a book of business of mid size and large self insured clients as part of a client service team. This position will serve existing clients as well as prospective clients. The ideal candidate will be a team player with a strong aptitude to problem solve, attention t

include but are not limited to Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Interact professionally and timely with clients via email, phone, and in person Apply business, accounting, finance and analytical acumen to various client situations and practice disciplines includin

What You'll Do Retain current clients. Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. M

What You'll Do Retain current clients. Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. M