IMA Financial Group Jobs

What You'll Do Account Executives at IMA are key strategic leaders of our P&C service teams, partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team based out of our Denver office (also open to remote). Responsibilities may 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 Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts Supports in winning new business and set up of new accounts Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents Prepares for and facilitates meetings with key IMA stakeholders and clients Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services Develops and maintains carrier relationships Manages a book of business that is > $1.5 Million in revenue < 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels 10% + of time is spent supporting producers in winning new business Identifies with client's priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client's business philosophy Structures a strong, long-term partnership with assigned clients Offers client team management/coaching for Level 2 Account Executives Offers internal team management/coaching for Level 2 Account Executives You Should Have Experience in insurance or related industry based on the assigned book of business Ability to think strategically based on client's priorities and marketplace cycle Strong communication skills both written and verbal Experience leading and developing people Ability to delegate and hold team & partners accountable Experience working within Applied Epic preferred Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Travel required (up to 40% based on client book of business) Skilled at understanding the client's entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.) Holds general insurance designation Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.) This is not a complete statement of all duties and responsibilities comprising this position. Salary Range$116,500-$160,200 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

What You'll Do Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company's culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with! With this in mind, we've crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates. As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming tailored to the department you join. Our Human Resources department is excited to announce an incredible opportunity for an intern in our 2025 summer program! This role offers the chance to gain valuable experience at our Denver, Kansas City, or Wichita locations, with a flexible schedule of four days in the office and one day working from home each week. Daily responsibilities will include: Talent Acquisition: Dive into IMA's Talent Acquisition recruitment process. Optimizing and automating reports for hiring and activity tracking for recruiters using IMA's ATS, Greenhouse On-Boarding: Support the execution of IMA's ongoing new hire onboarding program. Suggest improvements that will enhance the associate onboarding experience Utilize our learning management system to schedule orientations meetings for new hire cohorts Talent Management: Learn about IMA's associate lifecycle, including learning and development, performance management, and engagement. Analyze survey results for multiple programs and suggest action items to address low scoring questions HR Coordination: Collaborate with key areas of Human Resources to gain insights into compensation, payroll, benefits, and the role of Human Resource Business Partners. Assist with administration with Human Resource Information System onboarding tasks We're proud of the success many of our former interns have had when they've pursued careers as IMA associates' post-graduation and see our internship program as a key talent pipeline. Because of this, preference is given to students closer to graduation, who demonstrate a curiosity about future employment within our industry. You Should Have Currently pursuing an Undergraduate or Graduate Degree in a program related to one of our host departments Students anticipated to graduate in December 2024 or Spring 2025 will be given preference Previous work or internship experience in a professional services or similar environment may be useful, but not required An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions This is not a complete statement of all duties and responsibilities comprising this position. 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. Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

Join Our Team as Private Client - Account Manager! We are seeking a Private Client - Account Manager to join our growing team. This is an exciting opportunity for individuals who are passionate about customer service, eager to learn, and interested in growing within the insurance industry. As part of our team, you'll contribute to client retention and satisfaction while gaining valuable experience in high-net-worth personal insurance. This role offers the chance to work with a collaborative team and build meaningful relationships with clients, ensuring they receive exceptional service and tailored insurance solutions. We provide comprehensive training, professional development, and ample opportunities for career growth. If you're looking for a role that offers both professional challenges and a supportive work environment, we'd love to hear from you! About the Role As a Private Client - Account Manager, you will play a crucial role in ensuring the retention and satisfaction of our high-net-worth clients. You'll work closely with Risk Advisors, Practice Leaders, and underwriters to deliver exceptional service, manage day-to-day client needs, and oversee the marketing and placement of new and renewal business. This position is ideal for someone who is passionate about client service, eager to expand their knowledge in the insurance industry, and committed to building strong, long-term relationships with both clients and carriers. What You'll Do Manage Assigned Book of Business: Provide day-to-day client service, anticipate needs, and address client questions and issues promptly. This responsibility ensures high client satisfaction and retention, directly impacting the success and growth of our high-net-worth client base. Account Retention, Rounding, and Program Design: Focus on retaining existing clients, expanding their coverage, and designing tailored insurance programs. By aligning our offerings with clients' evolving needs, you contribute to business growth and long-term client relationships. New Business Marketing and Placement: Market and manage the placement of new and renewal business, including preparing proposals and presenting new accounts. This responsibility drives the acquisition of new clients and strengthens relationships with carriers, ensuring we remain competitive and expand our portfolio. Client Meetings and Coverage Needs Implementation: Facilitate client meetings to identify coverage needs and implement customized insurance solutions. This is critical for ensuring clients receive the best protection and services, fostering strong, trust-based relationships and enhancing client retention. Other Key Tasks: Handle invoicing, certificates of insurance, endorsements, and manage premium collection and account receivables. Maintain up-to-date knowledge of insurance carriers, strategic partners, products, and legislation, and support agency goals to retain and place business with key companies. What You Bring Education and Work Experience: 5+ years independent insurance agency background required or similar years other related work experience (i.e., Risk management experience). College degree preferred but not required. Previous experience in client relationship management, particularly within high-net-worth personal lines insurance, preferred but not required. Certificates, Licenses, Registrations Must have industry designation of CIC or equivalent with a willingness to pursue additional designations as needed (e.g., CRM, ARM, CPCU, AAI, etc.) Possess and maintain a Colorado multiple lines license. Colorado driver's license and acceptable MVR Client Relationship Management: Strong ability to build and maintain client relationships and ensure satisfaction. Insurance Knowledge: Solid understanding of personal lines insurance, including policy interpretation and coverage recommendations. Sales and Business Development: Proven ability to market and sell insurance products and close new and renewal business. Organization and Attention to Detail: Strong organizational skills to manage tasks like policy data, invoicing, and account receivables. Communication and Professionalism: Excellent communication skills and a professional demeanor when working with clients and colleagues Why Join Us? Growth Opportunities: Access to professional development and certifications. Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning. Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more. Salary Range - Starting pay for this nonexempt position is $30.00 - $35.00/hour. Pay may exceed this range for well-qualified candidates, commensurate with experience. In addition to regular pay, this position is eligible to participate in our annual performance incentive program. Bonuses may be available for client and employee referrals and for successful completion of approved industry designations. Benefits - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. Flood and Peterson Values: Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values. Integrity - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride. Gratitude - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. Knowledge - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning, and we educate our employees, clients, and strategic partners. Commitment - We take responsibility for our actions, and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. Impact - We are a results-driven company, and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. Ready to Make a Difference? If you are passionate about delivering top-tier service to high-net-worth clients, building strong relationships, and helping them navigate their insurance needs, we want to hear from you! Apply today to become a key member of our team.

What You'll Do: * Supports and demonstrates IMA's core values * Values and understands the importance of diversity, equity and inclusion among all IMA associates. * Develops and executes communication plans that clearly articulate objectives, strategies and tactics, and align with/promote IMA's vision * Drafts compelling content that highlights IMA's associates and their incredible stories * Supports IMA Central, our intranet, with day-to-day project management, content development, creation of web pages, and content owner training * Manages editorial calendar and communications channels, including scheduling content across channels * Manages and own the company's internal newsletter, including content planning, writing, editing, and distribution to ensure timely, engaging, and aligned communication across the organization * Writes, edits and develops content that is clear, concise and grammatically correct and aligns with IMA's internal brand * Collaborates with various stakeholders on communications projects and collateral creation and implementation * Stays updated on industry trends and best practices in internal communications to ensure the company's approach remains innovative and effective * Participates in other projects and tasks as needed You Should Have: * 2-4 years of experience in Internal Communications, Public Relations or a related field * Experience supporting internal communications efforts including Operations, Human Resources, Finance, Sales and/or Marketing * Bachelor's degree in English, Communications, Journalism or related degree * Superior verbal, writing, editing and proofreading skills (writing samples are part of the interview process) * Ability to effectively organize material, distill complex ideas and write lively and appealing content in a variety of voices * Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment * Project management skills and the ability to quickly shift priorities based on business needs * Well-honed interpersonal and relationship-building skills that facilitate strong working relationships with key internal stakeholders, including executive management * Expertise in Microsoft Office * Working knowledge of email marketing platforms, intranet content management systems and digital signage software * Basic knowledge of video editing software * Ability to work independently regarding matters of significance The anticipated posting timeline for this opportunity is 12/23/2024-01/31/2025. Salary Range $68,000-$85,000 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry * 2020-2023 Business Insurance Magazine Best Places to Work in Insurance * 2023 Inc. Magazine's Best Workplaces * 2023 Denver Business Journal's Best Places to Work * 2022-2023 Connecticut Top Work Places * 2021-2023 Inc. 5000's List of Fastest Growing Companies * 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies * 2022-2023 Kansas City Business Journal's Best Places to Work * 2021-2023 Charlotte Business Journal's Best Places to Work * 2021-2023 Los Angeles Business Journal's Best Places to Work * 2021-2023 The Salt Lake City Tribune Top Work Places * 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces * 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category * 2021 Dallas Business Journal's Best Places to Work * 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

> Security and Systems Administrator - Northern Colorado Security and Systems Administrator - Northern Colorado The Security and Systems Administrator provides system support and security administration, focusing on the protection, efficiency, and usability of all company technology assets. This includes maintaining and improving current security products, implementing new security initiatives, providing system-level support, participating in requirements gathering and providing escalated user support. The role also involves general system administration, maintenance and troubleshooting across all corporate technology. **ESSENTIAL DUTIES & RESPONSIBILITIES** *Other duties may be assigned.* **IT SECURITY:** * Implement and administer security solutions to protect corporate data and systems. * Monitor security systems (firewalls, intrusion detection, antivirus) to detect and respond to incidents. * Lead technical incident response efforts in coordination with the Incident Response Team. * Conduct security audits and assessments to identify vulnerabilities and ensure compliance. * Maintain and update security infrastructure for optimal configuration and performance. * Deliver security training to promote best practices among employees. * Ensure compliance with industry regulations (HIPAA, NY DFS, etc.). * Stay informed on security trends and threats to protect the organization proactively. **IT SYSTEM SUPPORT:** * Manage Windows OS and Server environments for optimal performance and reliability. * Configure and maintain Cisco and FortiGate devices for secure network operations. * Troubleshoot and resolve network issues to ensure stability and efficiency. * Support and maintain Vertafore applications, ensuring smooth operation and user support. * Administer Azure and Microsoft 365 environments for seamless cloud service integration. * Manage user identities and access in Active Directory and Microsoft Entra. * Provide escalated support for complex technical issues. * Plan and execute system upgrades and patches to maintain security and stability. * Train staff in system use and security best practices. * Document system configurations, procedures, and troubleshooting steps. **PROJECTS:** * Support project and system releases across the agency. * Collaborate with project managers and users to define and clarify project objectives. * Define requirements for new technology implementations. **SUPERVISORY RESPONSIBILITIES** This position does not have supervisory responsibilities but is expected to mentor new team members and collaborate with team members when appropriate. Promptly inform supervisor of all matters that may give rise to an E&O claim. **COMPENSATION INFORMATION** At Flood and Peterson all full time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. In addition to regular pay, this position is eligible to participate in our annual performance incentive program. *Starting pay for exempt position is $80,000-$95,000/annually . Pay may exceed this range for well-qualified candidates, commensurate with experience.* Requirements **MINIMUM QUALIFICATIONS** **Education and Work Experience** Bachelor's degree from four-year college or university and four to six years related experience and/or training; or equivalent combination of education and experience. Experience in Microsoft 365 Security and Compliance Suite and Azure is preferred. **Flood and Peterson Values** Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values: * **Integrity** - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride. * **Gratitude** - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. * **Knowledge** - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning and we educate our employees, clients and strategic partners. * **Commitment** - We take responsibility for our actions and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. * **Impact** - We are a results-driven company and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. **Language** Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. **Mathematical** Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. **Reasoning** Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Ability to plan, implement, test, and troubleshoot information systems. **Computer Skills** In addition to the IT related systems referenced above, this position requires use of the following software or applications: Word Processing, Spreadsheets, Internet, Email, Database, and Presentations **Certificates, Licenses, Registrations (if applicable)** * IT Service Management certified or equivalent experience; ITIL preferred * Microsoft certifications preferred * Requires current US-valid driver's license and acceptable MVR **WORK ENVIRONMENT PHYSICAL DEMANDS** * Must be able to reach with hands and arms under 1/3 of the time * Must be able to use hands to finger, handle, or feel, talk or hear, sit over 2/3 of the time * Requires the ability to lift up to 25 lbs. less than 1/3 of the time * Work environment while in the office is moderate noise (examples: business office with computers and printers, moderate traffic)

Join Our Team of Insurance Professionals! We seek a driven and motivated Risk Advisor to join our team at Flood and Peterson. The ideal candidate will have a strong work ethic and a passion for building relationships, with the ability to identify and address the unique insurance needs of our clients. As a Risk Advisor, you can build your client portfolio while contributing to our company's growth, supporting our community, and fostering long-term relationships with strategic partners. With ongoing training and support, this is your chance to thrive in a dynamic, rewarding career! About the Role As a Risk Advisor, you will be responsible for prospecting, building a pipeline, managing a book of business, and developing strong client relationships. You will work closely with internal teams, industry partners, and the wider community to provide personalized risk management solutions. Your expertise and commitment to customer service will be key in helping clients safeguard their businesses while achieving sales and retention goals. What You'll Do Business Development: Identify and pursue new business opportunities and build a pipeline through various methods, including cold calls, referrals, community involvement, and lead generation. Client Relationship Management: Build lasting relationships with clients, acting as a trusted advisor and addressing their risk management and insurance needs. Sales Achievement: Meet or exceed annual new business and sales velocity targets, contributing to the company's growth and success. Risk Needs Analysis: Assess client risks and recommend tailored insurance solutions that align with their specific needs and objectives. Internal Collaboration: Partner with service teams and leadership to ensure clients receive excellent service and support. Industry Engagement: Actively participate in industry organizations, associations, and community initiatives to enhance your visibility and expand your network. Marketing & Presentations: Collaborate with marketing teams to develop proposals, presentations, and digital campaigns that resonate with potential clients. What You Bring Industry Knowledge: Experience in the construction, manufacturing, trucking or agriculture industries. Understanding of commercial insurance, risk management practices, and industry regulations is a plus. Education & Experience: Associate degree (AA) or four to six years of related experience, or equivalent combination of education and experience. Sales Skills: Demonstrated success in sales with the ability to build relationships, close deals, and meet performance goals. Communication: Excellent verbal and written communication skills, with the ability to engage effectively with clients and stakeholders. Goal-oriented: Driven to meet and exceed targets with a proactive sales and client engagement approach. Certificates, Licenses, Registrations: Possess and maintain a Colorado multiple lines license Requires current Colorado driver's license and acceptable MVR Why Join Us? Impactful Work: Take on a vital role in protecting businesses by providing tailored risk management solutions that make a difference. Growth Opportunities: Access professional development, certifications, and career advancement opportunities. Supportive Culture: Join a company that values innovation, collaboration, and teamwork, where you can make a real impact. Comprehensive Benefits: We offer a competitive salary, healthcare options,401k plans, and a range of other benefits to support your well-being. Salary Range - Starting pay for this exempt position is $65,000-75,000 annually plus commissions on new business. Starting pay may exceed this range for well-qualified candidates, especially with industry experience. Validated Risk Advisors can expect to earn more, depending on sales and retention performance. Benefits - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. Flood and Peterson Values: Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values. Integrity - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride Gratitude - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. Knowledge - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning and we educate our employees, clients and strategic partners. Commitment - We take responsibility for our actions and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. Impact - We are a results-driven company and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. Ready to Make a Difference? If you're a goal-oriented individual with a passion for sales, client service, and building long-term relationships, we'd love to hear from you! Apply today to join a dynamic, impactful team.

What You'll Do * Support and demonstrate IMA's core values * Value and understand the importance of diversity, equity, and inclusion among all IMA associates * Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/or contractually required insurance requirements are not in compliance, or certificates received by clients are not in compliance * Independently processes certificates, policies, endorsements and audits from the Commercial Lines Teams * Assist with special projects and reports as requested (ordering MVR's and processing returned certificates) * Assist with the renewal processes, as requested * Assist in account servicing needs during the policy year including certificates, filings, etc. * Responsible for maintaining account files in EPIC including but not limited to CSR24 client access * Provide direct support to IMACC clients and team with moderate guidance by auditing certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements You Should Have * 2-year college degree preferred * Intermediate skill with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) * Strong level of comfort with learning and utilizing computer software programs (EPIC, CSR24, MYCOI, and TrustLayer) * Ability to work collectively in a team * Excellent oral and written communication and interpersonal skills, as well as strong attention to detail This is not a complete statement of all duties and responsibilities comprising this position. #LI-AG1 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. Salary Range $38,000-$42,000 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry * 2020-2023 Business Insurance Magazine Best Places to Work in Insurance * 2023 Inc. Magazine's Best Workplaces * 2023 Denver Business Journal's Best Places to Work * 2022-2023 Connecticut Top Work Places * 2021-2023 Inc. 5000's List of Fastest Growing Companies * 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies * 2022-2023 Kansas City Business Journal's Best Places to Work * 2021-2023 Charlotte Business Journal's Best Places to Work * 2021-2023 Los Angeles Business Journal's Best Places to Work * 2021-2023 The Salt Lake City Tribune Top Work Places * 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces * 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category * 2021 Dallas Business Journal's Best Places to Work * 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

IMA's Risk Control team is seeking a Construction Risk Control Practice Leader to join our National Support group! This role is responsible for the matrix reporting for technical construction oversight, development, and technical goal setting for risk control advisors with construction clients. Responsibilities include, but are not limited to: Have active membership and visibility in relevant industry trade groups, safety councils, RIMS committees, etc. Develop training materials for internal and external clients Develop marketing materials Oversee Request for Proposals (RFP) responses Mentor other risk control advisors who have an interest in the specialty Develop industry specific risk control solutions Work collaboratively with risk control managers in developing and executing service plans Build industry loss prevention benchmarking metrics Work closely with the Director of Risk Innovation and Strategy to develop cutting edge risk management processes and tools Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates Required skills and experiences: 10+ years' of relevant industry experience required People management experience required Respond to new business opportunities quickly, including developing RFP responses and marketing materials for capabilities presentations Share Industry Sector-specific Risk Control marketing materials across all offices and develop relationships with AEs and Producers in the industry sector of focus Develop and execute service plans for assigned clients and provide project management oversight for the delivery of Risk Control services on clients that span across more than one office in partnership with the Account Executive and producing office Risk Control Manager Be a leader in the development of customized and unique Risk Control Services in the industry sector, including content for regularly published Newsletters and/or White Papers Develop Loss Analyses on a periodic basis, understand agency financial metrics, stay connected while traveling, answer client questions in a timely fashion, and assist the AE in the renewal process with Loss Exhibits, Service Plans, and Risk Assessments as requested Coach and develop industry sector teammates in technical expertise and delivery of service within the industry Complete Continuing Education goals annually, maintain a professional designation, and network nationally Be able to plan one's own travel using corporate software and travel overnight up to 50% to deliver client services Be able to drive 4 to 6 hours by oneself and maintain a qualified driving record Assist clients with regulatory reporting and inspections #LI-AS1 The anticipated timeline of this positing is 10/24/2024 through 12/1/2024. Salary Range$106,500-$160,000 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

What You'll Do 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 Prospects, qualifies, and closes new commercial accounts which meet IMA criteria Identifies a target industry and/or market segment to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations, industry trends, and upcoming developments in commercial insurance impacting target clients Conducts needs review during initial and subsequent qualifying interviews with prospects Identifies and engages as appropriate internal resources for prospects qualified through needs review, coordinates resources, and leads strategy meetings to determine the best approach for new account acquisition Takes full ownership of the execution of the final proposal presentation, including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort, and closing the sale Proactively identifies and coordinates cross selling opportunities with other sales units at IMA Enters and maintains all required information in Salesforce CRM In partnership with an Account Servicing team, maintains client contacts to assure account retention You Should Have Required Experience and Skills include but are not limited to: 5+ years of direct business to business selling highly preferred Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process Experience in Commercial Insurance preferred but not , with preference given to expertise in both Commercial Property & Casualty and Group Benefits experience Bachelor's degree preferred Must either currently hold, or within 90 days of hire attain, Property & Casualty, and Life & Health licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing

Workers Compensation Claims Adjuster (Texas Jurisdiction) Who says you can't have it all? Cottingham & Butler Claims Services (CBCS) is offering the opportunity to work in a fast-paced and exciting position with NO commute! You will be working from home so previous workers compensation adjusting experience is required (i.e. taking statements, paying lost wage benefits, filing state forms, denying claims, subrogation, litigation, etc.). As a Work Comp Adjuster, you will be responsible for investigating, evaluating, negotiating, and settling workers compensation claims on behalf of our clients. The ideal candidate will have excellent communication and negotiation skills, be detail-oriented, and possess a strong understanding of workers compensation laws and regulations. You will be communicating with a wide variety of individuals, to include CEO's, claimants, providers offices, and attorneys. Experience handling claims in multiple jurisdictions is vital for success in this role. Qualifications: Minimum of 1 year experience as a workers compensation claims adjuster. License/state experience. Demonstrated knowledge of workers compensation laws and regulations. Strong analytical and problem-solving skills. Excellent communication and negotiation skills. Ability to work independently and in a team environment. Strong organizational and time-management skills. Proficiency in computer programs, including Microsoft Office and claims management software. If you are looking for a position that will allow you to stay in claims, continue to grow in your career, and also have the flexibility that working from home allows, this is the position for you. We will provide your office equipment and IT support, as well as training and support from our home office. If this sounds like a good fit to your career and life goals, we'd love to talk! Pay & Benefits Salary - Flexible based on your experience level. Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Company-paid Term Life/ Accidental Death Insurance Cottingham & Butler At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ****************** | LinkedIn

As a Private Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our personal lines insurance clients. What You'll Do Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc. Cultivates and maintains excellent communication and relationships with clients and insurance carriers Interacts professionally and timely with clients via email, phone, and in-person Develops remarketing strategy in accordance with client servicing standards and market changes Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc. Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected Participates in cross-selling new or adding additional lines of coverage or services on existing accounts Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy Attends education classes in combination with individual study programs to expand technical coverage knowledge You Should Have Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment Ability to work independently regarding matters of significance Ability to manage more complex accounts Ability to analyze insurance quotes and make recommendations Knowledge of policy forms and endorsements Excellent written and oral communication and interpersonal skills Math skills required, involving familiarity with ratios, percentages, discounts, and commissions Strong computer proficiency including Microsoft Office products 2+ years of similar or related experience Active Property and Casualty license required #LI-MA1 Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

What You'll Do * The Account Representative will observe and execute the procedures directly involved in the daily operation of the Surety Division as well as providing support to the Division Manager and Producer's (Sales). General job duties include but are not limited to: * Type legal forms * Invoice all surety bond transactions * Report surety bond documents to surety companies * Work with Surety Account Managers to set up and maintain client files, bond files, and surety company files * Assist Surety Department Manager and Surety Account Executives with various projects * Perform functions of the role within an IMA office 100% of the time (hybrid remote work schedule available at Surety Department Manager's discretion) * Six months of similar or related administrative experience is preferred * Strong attention to detail required * Excellent written and communication skills, and the ability to present and articulate complex issues in a clear and concise manner * Strong reasoning skills and the ability to analyze and interpret data * Ability to handle and prioritize multiple tasks while meeting deadlines * Demonstrated commitment to work through projects to completion * Strong computer proficiency with Microsoft Office products and other programs * Willingness to complete additional duties and take on additional responsibilities as the need arises You Should Have * Six months of similar or related administrative experience is preferred * Excellent written and communication skills, and the ability to present and articulate complex issues in a clear and concise manner * Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner * The ability to handle and prioritize multiple tasks while meeting deadlines * Demonstrated the commitment to work through projects to completion * Strong computer proficiency with Microsoft Office products and other programs * The willingness to complete additional duties and take on additional responsibilities as the need arise * A Property and Casualty Insurance Producer License must be obtained within 90 days of employment This is not a complete statement of all duties and responsibilities comprising this position. 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. Salary Range $41,400-$53,800 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry * 2020-2023 Business Insurance Magazine Best Places to Work in Insurance * 2023 Inc. Magazine's Best Workplaces * 2023 Denver Business Journal's Best Places to Work * 2022-2023 Connecticut Top Work Places * 2021-2023 Inc. 5000's List of Fastest Growing Companies * 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies * 2022-2023 Kansas City Business Journal's Best Places to Work * 2021-2023 Charlotte Business Journal's Best Places to Work * 2021-2023 Los Angeles Business Journal's Best Places to Work * 2021-2023 The Salt Lake City Tribune Top Work Places * 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces * 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category * 2021 Dallas Business Journal's Best Places to Work * 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: The Denver Office Receptionist is a valued associate of IMA. They are expected to support and demonstrate IMA's core values, as well as understands the importance of diversity, equity, and inclusion among all IMA associates. Due to the nature of this role, a high level of professionalism is expected. Duties and responsibilities are listed below and primarily include managing the main phone lines, routing calls appropriately, and greeting visitors and staff. They are responsible for the appearance and upkeep of designated office spaces. They serve as the gatekeeper for office visitors, ensuring security and addressing potential emergencies. Additionally, they mentor interns and team members on front desk responsibilities to facilitate their integration into the team. Expected Work Schedule: Monday through Friday 8:00 a.m. - 5:00 p.m. * 50% Greet and assist all visitors in a professional and friendly manner; appropriately answer and direct incoming calls; ensure the reception area is opened and complete other opening responsibilities at 8:00 a.m. daily. Maintain security protocols and remain vigilant for any potential emergencies. * 15% Provide active support to the office by handling various tasks to effectively serve both internal and external clients, including managing office supplies and coordinating communal space usage. * 5% Handle incoming and outgoing mail daily, contact vendors for scheduled pickups as necessary, and inform associates when packages are available for collection. * 20% Complete tasks assigned by the manager, which may involve vendor coordination, event management, and seasonal projects as required. * 5% Offer additional support in miscellaneous tasks to ensure successful service for both internal and external clients. * 5% Assist with large-scale mailing and document assembly tasks that can be handled at the front desk. Provide support for Mail Technician responsibilities during their absence. REQUIRED EXPERIENCE AND SKILLS include but are not limited to: * Excellent Communication * Professional Phone Etiquette * Customer Service Oriented * Attention to Detail * Proficiency in Microsoft Office and Teams * Conflict Resolution Skills * Ability to Operate Office Equipment COMPETENCIES & TRAITS: * Professionalism * Business Acumen * Agility/Flexibility * Problem Solving #LI-RH1 Salary Range $50,000-$58,000 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry * 2020-2023 Business Insurance Magazine Best Places to Work in Insurance * 2023 Inc. Magazine's Best Workplaces * 2023 Denver Business Journal's Best Places to Work * 2022-2023 Connecticut Top Work Places * 2021-2023 Inc. 5000's List of Fastest Growing Companies * 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies * 2022-2023 Kansas City Business Journal's Best Places to Work * 2021-2023 Charlotte Business Journal's Best Places to Work * 2021-2023 Los Angeles Business Journal's Best Places to Work * 2021-2023 The Salt Lake City Tribune Top Work Places * 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces * 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category * 2021 Dallas Business Journal's Best Places to Work * 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

> Account Assistant - Northern Colorado Account Assistant - Northern Colorado • Commercial Insurance Job Type Full-time Description **Join Our Team as an Account Assistant!** We are seeking an **Account Assistant** to join our growing team and start a rewarding career in commercial insurance. The ideal candidate will have a strong desire to learn and thrive in a fast-paced, client-focused environment. As an Account Assistant, you will receive comprehensive training and gain valuable skills in commercial insurance. You'll work alongside experienced Account Managers, supporting the servicing and retention of our commercial clients. This entry-level role provides hands-on experience, enabling you to build expertise in the industry and grow into a key contributor. With ongoing mentorship and opportunities for advancement, this is your chance to develop a fulfilling career while making a meaningful impact on both clients and company success. **About the Role** As an **Account Assistant**, you will support our Client Service Team by completing account servicing tasks and helping maintain strong client relationships, with a focus on accuracy and excellent customer service. This is an excellent opportunity for those new to the insurance industry or individuals with personal lines experience eager to explore the commercial side of the business. **What You'll Do** * **Account Servicing:** Help support account servicing tasks throughout the policy year, including processing endorsements, providing certificates, and invoicing. * **Policy Checks:** Assist in reviewing new and renewal policies for accuracy, helping identify any discrepancies in coverage and policy details. * **Pre-Renewal Preparation:** Support the team by gathering and organizing documents for the pre-renewal process, such as ordering loss runs and preparing workbooks or certificate lists. * **Data Accuracy**: Help maintain accurate policy data in the Agency Management System by processing requests and ensuring data is correctly entered. * **Customer Service**: Provide excellent customer service by addressing client requests in a timely manner and supporting team collaboration to improve service processes. **What You Bring** * **Education and Work Experience:** High school diploma or general education degree (GED); six to 12 months work experience with a focus on office administration or customer service + **Certificates, Licenses, Registrations** - Current or obtain Colorado Property & Casualty Insurance License within 3 months of hire date. - Actively pursue industry designations, such as CISR or equivalent. - Requires a valid Colorado driver's license and an acceptable MVR. * **Attention to detail:** Ability to manage tasks accurately, ensuring all policy documents and data are correct and compliant. * **Customer service skills**: Experience in building strong client relationships, handling requests, and resolving issues promptly. * **Organizational skills**: Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment. * **Growth Opportunities:** As an Account Assistant, you'll have access to comprehensive training, resources, and career advancement opportunities. * **Supportive Culture:** Be part of a team that values collaboration, integrity, and continuous learning. * **Comprehensive Benefits:** + **Salary Range -** Starting pay for this nonexempt position is $22.00-24.00/hourly. Pay may exceed this range for well-qualified candidates, commensurate with experience**.** + **Benefits** - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. * **Flood and Peterson Values:** Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values. + **Integrity** - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride. + **Gratitude** - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. + **Knowledge** - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning, and we educate our employees, clients, and strategic partners. + **Commitment** - We take responsibility for our actions, and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. + **Impact** - We are a results-driven company, and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. If you're passionate about starting your career in the insurance industry and are eager to learn, we'd love to hear from you! Apply today and take the first step toward a fulfilling career with Flood and Peterson.

What You'll Do * Support and demonstrate IMA's core values * Value and understand the importance of diversity, equity, and inclusion among all IMA associates * Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/or contractually required insurance requirements are not in compliance, or certificates received by clients are not in compliance * Independently processes certificates, policies, endorsements and audits from the Commercial Lines Teams * Assist with special projects and reports as requested (ordering MVR's and processing returned certificates) * Assist with the renewal processes, as requested * Assist in account servicing needs during the policy year including certificates, filings, etc. * Responsible for maintaining account files in EPIC including but not limited to CSR24 client access * Provide direct support to IMACC clients and team with moderate guidance by auditing certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements You Should Have * 2-year college degree preferred * Intermediate skill with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) * Strong level of comfort with learning and utilizing computer software programs (EPIC, CSR24, MYCOI, and TrustLayer) * Ability to work collectively in a team * Excellent oral and written communication and interpersonal skills, as well as strong attention to detail This is not a complete statement of all duties and responsibilities comprising this position. #LI-AG1 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. Salary Range $42,000-$45,000 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry * 2020-2023 Business Insurance Magazine Best Places to Work in Insurance * 2023 Inc. Magazine's Best Workplaces * 2023 Denver Business Journal's Best Places to Work * 2022-2023 Connecticut Top Work Places * 2021-2023 Inc. 5000's List of Fastest Growing Companies * 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies * 2022-2023 Kansas City Business Journal's Best Places to Work * 2021-2023 Charlotte Business Journal's Best Places to Work * 2021-2023 Los Angeles Business Journal's Best Places to Work * 2021-2023 The Salt Lake City Tribune Top Work Places * 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces * 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category * 2021 Dallas Business Journal's Best Places to Work * 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

What You'll Do Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company's culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with! With this in mind, we've crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates. As an intern, your time will be split between a core program shared throughout the cohort and work, projects and programming designed specifically for the department you are selected to join. Our Sales Operations team is excited to host an intern for the upcoming 2025 summer program! This position will be located in Denver, CO. Day to day responsibilities may include, but are not limited to: Help maintain data integrity by updating and verifying information in Salesforce and Epic. Assisting sales and customer service with day-to-day responsibilities Participate in organized community events Partner with the marketing function to support external marketing efforts and initiatives. Participate in team meetings and contribute ideas for process improvements. Assist with special projects as assigned. We're proud of the success many of our former interns have had when they've pursued careers as IMA associates' post-graduation and see our internship program as a key talent pipeline. Because of this, preference is given to students closer to graduation, who demonstrate a curiosity about future employment within our industry. You Should Have Currently pursuing an Undergraduate or Graduate Degree in a program related to one of our host departments Strong attention to detail and organizational skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Familiarity with Salesforce is a plus. Excellent written and verbal communication skills. Ability to work independently and as part of a team. Salary Range$18-$22 USD Compensation & Benefits 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? 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 work in teams. We sell in teams. We win and prosper as a team 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. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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.

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future. How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. Job Summary Woodruff Sawyer's Private Client Practice is looking for a dynamic and collaborative Account Manager. Account Managers are responsible for the timely and successful renewal of their complete book of business as well as placement of newly assigned business, ensuring the best possible terms and conditions. They act as ambassadors both inside and outside the firm, commanding a high degree of technical knowledge with the ability to speak intelligently about the market and coverage trends with both AEs and clients. Account Managers should be actively aware and mindful of the higher-level strategy regarding the management of the practice profit and expense line. They will be expected to participate in training and mentoring of more junior team members, and will be involved in the broader workflow process, design and business strategy. What You'll Do Effectively manage multiple clients in accordance with Private Client best practices to sustain expected client retention rate. Responsible for assigned book of business with appropriate mix of revenue and complexity as defined by Practice Leader. Apply market and risk management knowledge to client business model/needs; identify gaps and find the most effective solutions. Provide coverage analysis in relation to client's business; effectively explain and clarify coverages with client verbally and/or in writing. Accountable for timely policy review, delivery and audits. Accountable for confirming final policy document is consistent with negotiated program. Research and/or resolve accounting and collection issues. Exhibit high level of expertise, demonstrating persistence, resourcefulness and creativity when negotiating with carriers to maintain the highest levels of client advocacy. Create and execute marketing strategy in collaboration with Account Executive. Responsible for the process, evaluation and preparation of insurance proposals; participate in new client presentations and renewals as appropriate. This job is for you, if... You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phone. You can clearly read and interpret information for clients and colleagues both verbally and in writing. You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure. You proactively overcome barriers and find acceptable solutions to client issues. You can coach and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice. You assist in developing and driving the team strategy related to client service and team skill development. You can speak and articulate clearly, sit, stand, reach, bend, twist, lift files and keyboard on a routine daily basis for the majority of the day. Lifting requirements will generally be less than 10 pounds. Experience & Qualifications College degree preferred, high school diploma or equivalent required. Minimum of five years of industry experience, or three years specific to Private Client in Account Management, Underwriting or similar role. Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook. Exceptional verbal, written and interpersonal communication skills. Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change. Fire & Casualty license required upon hire or within 3 months of obtaining position. Valid Driver's license and reliable transportation required. Ability to travel as necessary. Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. More About Us Compensation: Anticipated salary between $75,750.00 - $95,000.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. #LI-HYBRID Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

**Join Our Team of Insurance Professionals!** We seek a driven and motivated **Risk Advisor** to join our team at Flood and Peterson. The ideal candidate will have a strong work ethic and a passion for building relationships, with the ability to identify and address the unique insurance needs of our clients. As a Risk Advisor, you can build your client portfolio while contributing to our company's growth, supporting our community, and fostering long-term relationships with strategic partners. With ongoing training and support, this is your chance to thrive in a dynamic, rewarding career! **About the Role** As a **Risk Advisor**, you will be responsible for prospecting, building a pipeline, managing a book of business, and developing strong client relationships. You will work closely with internal teams, industry partners, and the wider community to provide personalized risk management solutions. Your expertise and commitment to customer service will be key in helping clients safeguard their businesses while achieving sales and retention goals. **What You'll Do** * **Business Development**: Identify and pursue new business opportunities and build a pipeline through various methods, including cold calls, referrals, community involvement, and lead generation. * **Client Relationship Management**: Build lasting relationships with clients, acting as a trusted advisor and addressing their risk management and insurance needs. * **Sales Achievement**: Meet or exceed annual new business and sales velocity targets, contributing to the company's growth and success. * **Risk Needs Analysis**: Assess client risks and recommend tailored insurance solutions that align with their specific needs and objectives. * **Internal Collaboration**: Partner with service teams and leadership to ensure clients receive excellent service and support. * **Industry Engagement**: Actively participate in industry organizations, associations, and community initiatives to enhance your visibility and expand your network. * **Marketing & Presentations**: Collaborate with marketing teams to develop proposals, presentations, and digital campaigns that resonate with potential clients. **What You Bring** * **Industry Knowledge**: Experience in the construction, manufacturing, trucking or agriculture industries. Understanding of commercial insurance, risk management practices, and industry regulations is a plus. * **Education & Experience**: Associate degree (AA) or four to six years of related experience, or equivalent combination of education and experience. * **Sales Skills**: Demonstrated success in sales with the ability to build relationships, close deals, and meet performance goals. * **Communication**: Excellent verbal and written communication skills, with the ability to engage effectively with clients and stakeholders. * **Goal-oriented**: Driven to meet and exceed targets with a proactive sales and client engagement approach. * **Certificates, Licenses, Registrations**: + Possess and maintain a Colorado multiple lines license + Requires current Colorado driver's license and acceptable MVR * **Impactful Work**: Take on a vital role in protecting businesses by providing tailored risk management solutions that make a difference. * **Growth Opportunities**: Access professional development, certifications, and career advancement opportunities. * **Supportive Culture**: Join a company that values innovation, collaboration, and teamwork, where you can make a real impact. * **Comprehensive Benefits**: We offer a competitive salary, healthcare options,401k plans, and a range of other benefits to support your well-being. + **Salary Range -** Starting pay for this exempt position is $65,000-75,000 annually plus commissions on new business. Starting pay may exceed this range for well-qualified candidates, especially with industry experience. Validated Risk Advisors can expect to earn more, depending on sales and retention performance. + **Benefits -** At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. * **Flood and Peterson Values:** Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values. + **Integrity** - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride + **Gratitude** - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. + **Knowledge** - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning and we educate our employees, clients and strategic partners. + **Commitment** - We take responsibility for our actions and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. + **Impact** - We are a results-driven company and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. If you're a goal-oriented individual with a passion for sales, client service, and building long-term relationships, we'd love to hear from you! Apply today to join a dynamic, impactful team.

Full-time Description Flood and Peterson is hiring for an Account Manager on our Diversified Large Commercial team! This position provides support and service for our clients in a variety of industries - manufacturing, public entities, non-profits, and more. This is an exciting opportunity to learn and grow your career in the insurance industry! POSITION SUMMARY Provide ongoing support and service to clients, assisting with existing clients and new business prospects by performing a variety of tasks. ESSENTIAL DUTIES & RESPONSIBILITIES Other duties may be assigned Serve as the internal contact for clients on insurance questions and policy changes Perform day-to-day client servicing tasks with appropriate assistance from Director of Client Services Responsible for billing premiums on all assigned accounts Responsible for integrity of policy data and documentation in Agency Management Systems Manage account renewals under supervision Account Executive including but not limited to the following: Prepare renewal exposure information documents/renewal review Complete applications, including specialty and supplemental applications, as required Obtain preliminary renewal indications from underwriters Follow-up with renewal underwriters for quotes Preparation of proposals Participate in new and renewal business presentations with Risk Advisors Issue binding instructions to successful carriers Issue binders, invoices Complete surplus lines due diligence & affidavits, when applicable Responsible for final policy check for new and renewal business as negotiated at binding Delegate appropriate tasks to Associate Account Manager or Account Assistant Work with Accounting and Account Assistants to resolve accounting discrepancies Provide assistance to Account Assistants on audits Perform tasks assigned in client service plans Perform loss ratio, analytics and other account/risk assessments as needed Responsible for collection of premium on all assigned accounts Comply with and follow company workflow procedures and guidelines Develop and maintain positive working relationships with clients and insurance company underwriters Provide outstanding customer service and teamwork and seek to improve whenever possible SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities but is expected to mentor new team members and collaborate with team members when appropriate. Promptly inform supervisor of all matters that may give rise to an E&O claim. COMPENSATION AND BENEFITS INFORMATION At Flood and Peterson all full time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. In addition to regular pay, this position is eligible to participate in our annual performance incentive program. Starting pay for this non-exempt position is $31.00 - 35.00 / hour. Pay may exceed this range for well-qualified candidates, commensurate with experience. Requirements Education and Work Experience Associate's degree (A. A.) or equivalent from two-year College or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience. Flood and Peterson Values Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values: Integrity - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride. Gratitude - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements. Knowledge - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning and we educate our employees, clients and strategic partners. Commitment - We take responsibility for our actions and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise. Impact - We are a results-driven company and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others. Language Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Mathematical Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills This position requires use of the following software or applications: Word Processing, Spreadsheets, Internet, Email, Database, Order Processing, Presentations and Accounting Certificates, Licenses, Registrations (if applicable) Must have industry designation of CISR or equivalent and a willingness to pursue additional designations as needed (CIC, CRM, AAI, ARM, CPCU etc.) Possess and maintain a Colorado Property & Casualty Producer License Requires current Colorado driver's license and acceptable MVR WORK ENVIRONMENT PHYSICAL DEMANDS Must be able to reach with hands and arms under 1/3 of the time Must be able to use hands to finger, handle, or feel, talk or hear, sit over 2/3 of the time Requires the ability to lift up to 25 lbs. less than 1/3 of the time Work environment while in the office is moderate noise (examples: business office with computers and printers, moderate traffic)