ERS Sr. Broker

ESSENTIAL JOB RESPONSIBILITIES

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
• With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
• preparation of submissions
• market searches
• presentations to underwriters
• communications to service team members including AE/Producers
• analysis of contracts and financial statements as necessary
• preparation of proposals
• Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
• Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
• Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
• Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
• Claims advocacy as needed on non-complex claims
• Reads and understands the basic components of a financial statement
• Reads, understands, and articulates the details of an organizational chart
• Knowledge of the ERS workflows and responsibilities
• Maintains EPIC integrity of data in accordance with workflow

include but are not limited to:

• 4 to 7 years of experience in Executive Risk or Management Liability preferred
• Bachelor’s degree preferred or equivalent experience
• Technical education development (Management Liability Specific classes, designations, etc.)
• Property & Casualty License required
• Written and verbal communication competencies required
• Critical:
• Tracks all tasks to applicable deadlines
• Handles high volume demands accurately with little lead time
• Responds timely and accurately

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Posting timeline for this opportunity is 2/13/2026-3/13/2026.

Salary Range: $70,000 USD - $120,000 USD

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Health Club Reimbursement
• Personal and Professional Development

* These benefits do not apply to internship roles.

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

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