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IMA Financial Group jobs in Bellevue, WA

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  • Regional Office Manager

    Ima Financial Group 4.4company rating

    Ima Financial Group job in Bellevue, WA

    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 ▪Provides managerial oversight and direction of administrative and facilities services delivered across the region; Supervises administrative services team. ▪Collaborate with local leadership teams to ensure office operations are implemented and aligned to regional goals, policies and procedures. Recommends changes in programs and procedures that increase efficiency and effectiveness of services provided. ▪Familiar with all tenant requirements in each office location including basic lease terms, facilities services provided, parking, etc. Helps to promote good tenant landlord relations. May serve as local project lead for tenant improvements and office moves. ▪Ensures local incident response information is up to date; trained on Preparis; understand general office safety regulations. ▪Approves vendor selections and oversees contract process for goods, services and equipment used by all local offices. Ensures delivery of vendor services is per contract and works with procurement teams to negotiate pricing, as needed. ▪Responsible for managing the budget created for regional team. ▪Participant on local fun committees; serves as “culture maven” across the region. ▪May serve as lead coordinator for regional events such as Town Hall meetings, on- and off-site strategic leadership meetings, seasonal all staff events. Advises administrative teams on event planning processes and level of service delivered by team. Collaborates with marketing and communications teams for annual charity events. ▪Coordinates internal announcements, memos, and updates to keep all associates informed about company news and initiatives in partnership with Internal Communication teams and other appropriate stakeholders. ▪Performs miscellaneous duties and projects assigned ▪Performs functions of the role on-site up to a full-time basis. Essential Job Responsibilities •Demonstrates and supports IMA's core values in all aspects of work. •Champions diversity, equity, and inclusion, fostering a welcoming and respectful environment for all IMA associates. •Provides strategic oversight and leadership for administrative and facilities services across the region; directly supervises Administrative Services Leads. •Partners with local leadership teams to ensure office operations align with regional goals, policies, and procedures. Recommends and implement improvements to enhance service efficiency and effectiveness. •Maintains familiarity with tenant requirements at each office location, including lease terms, facilities services, and parking. Promotes positive landlord-tenant relationships and may lead local projects related to tenant improvements and office relocations. •Ensures readiness for incident response, maintains up-to-date emergency information, is trained on Preparis, and understands general office safety regulations. •Approves vendor selections and manages the contract process for goods, services, and equipment across local offices. Ensures vendor performance aligns with contract terms and collaborates with procurement teams to negotiate pricing when necessary. •Manages the regional team budget, ensuring responsible and strategic use of resources. •Actively participates in local engagement initiatives, including fun committees, and serves as a “culture maven” to promote a positive and inclusive workplace culture. • Leads coordination of regional events, such as Town Hall meetings, strategic leadership offsites, and seasonal all-staff gatherings. Advises administrative teams on event planning and collaborates with marketing and communications teams for annual charity events. •Coordinates internal communications, including announcements, memos, and updates, in partnership with Internal Communications and other stakeholders to keep associates informed and engaged. •Performs additional duties and special projects as assigned. •Works on-site up to a full-time basis, as required by the role. REQUIRED EXPERIENCE AND SKILLS include but are not limited to: ▪Three to five years of similar or related experience ▪Bachelor's degree in business administration, Business Management or related field preferred, but not required ▪Minimum three years of progressive managerial/administrative level experience required ▪The ideal candidate will be located in Bellevue, WA ▪Excellent time management skills and ability to multi-task and prioritize work ▪Excellent attention to detail ▪Highly resourceful with the proven ability to work independently ▪Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment ▪Sound judgment, maturity, and proven ability to handle sensitive and confidential information with the utmost discretion ▪Excellent communication skills including superior verbal, writing, editing, proofreading, and presentation skills ▪Ability to connect the dots and think critically while providing a proactive approach to problem solving ▪High level of proficiency within Microsoft Office Suite (Outlook, Work, Excel and Power Point) ▪Ability to travel to offices across the region as needed ▪Ability to lift to 25 pounds COMPETENCIES & TRAITS: ▪Professionalism ▪Building relationships ▪Agility/Flexibility ▪Self-Direction ▪Interpersonal skills #LI-JS1 Salary Range$75,000-$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.
    $75k-85k yearly Auto-Apply 60d+ ago
  • Commercial Account Executive

    Ima Financial Group, Inc. 4.4company rating

    Ima Financial Group, Inc. job in Bellevue, WA

    Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Real Estate Practice Group is currently seeking a passionate insurance professional to join our Washington P&C 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 * Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, 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 reviews of the policies 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 & maintains carrier relationships * Manages a book of business with $1 Million - $1.3 Million in revenue * Plays a lead role on three or more large/complex client accounts * Spends 5-10% of time supporting producers in winning new business 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) * Maintains increased technical knowledge both insurance industry and book of client's industry * Holds at least one general insurance designation * Pursuing formal specialty designation (ARM, CPCU, Industry specific designation) preferred * Active growth in client & team management capabilities with mentorship from Level 3 Account Executive * Autonomously responsible for all final aspects of assigned book of business * Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle #LI-JS1 Salary Range $120,000-$150,000 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. * These benefits do not apply to internship roles. 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.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Investments Marketing Manager

    BNY 4.1company rating

    New York, NY job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Product and Client Marketing to join our Marketing & Corporate Affairs team. This role will be based in New York or Pittsburgh,PA. In this role, you'll make an impact in the following ways: Develop and implement strategic marketing plans for product and client marketing by utilizing expertise in market analysis and client insights. Collaborate with cross-functional teams to ensure marketing strategies align with BNY's strategic goals and client needs. Lead initiatives to enhance brand visibility and client engagement by employing innovative marketing tactics and channels. Monitor and analyze market trends and competitor activities to inform product positioning and marketing strategies. To be successful in this role, we're seeking the following: Bachelor's degree in Marketing, Business Administration, or related field. Advanced degree preferred. Typically 5-10 years of experience. Experience in the securities or financial services industry is preferred. Strong strategic thinking and analytical skills with the ability to interpret market trends and data. Excellent communication and collaboration skills to work effectively with cross-functional teams. Proven track record of successful marketing campaign management and client engagement. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100000 and $150,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $100k-150k yearly 4d ago
  • Travel PCU Stepdown RN

    Fusion Medical Staffing 4.3company rating

    Santa Cruz, CA job

    Travel Stepdown RN Company: Fusion Medical Staffing Job Details Fusion Medical Staffing is seeking a skilled Stepdown RN for a 13-week travel assignment in Santa Cruz, California. As a member of our team, you'll have the opportunity to make a positive impact on the lives of patients while enjoying competitive pay, comprehensive benefits, and the support of a dedicated clinical team. Required Qualifications: One year of recent experience as a Stepdown RN Current Valid RN license in compliance with state regulations Current BLS Certification (AHA/ARC) Current ACLS Certification (AHA/ARC) Preferred Qualifications: Progressive Care Certified Nurse (PCCN) Certification NIHSS Certification Other certifications and licenses may be required for this position Summary: A Stepdown Registered Nurse provides care to patients who are transitioning from intensive care to medical-surgical or general inpatient units. These patients require frequent monitoring and specialized nursing interventions. They assess and manage complex patient needs, administer medications and treatments, and collaborate with multidisciplinary teams to ensure safe, patient-centered care. Essential Work Functions: Monitors and interprets cardiac rhythms, vital signs, and other telemetry data to detect abnormalities and respond appropriately Administers prescribed medications and treatments in accordance with approved nursing techniques, with a focus on cardiac care Prepares equipment and aids physician during cardiac-related procedures and examinations Maintains awareness of comfort and safety needs of telemetry patients Observes patient, records significant conditions and reactions, and notifies supervisor or physician of patient's cardiac status and response to interventions Responds to life-saving situations based upon nursing standards, policies, procedures, and protocols specific to cardiac emergencies Documents nursing history and physical assessment for assigned telemetry patients Initiates patient education plans according to individualized needs, focusing on cardiac health, risk factors, and lifestyle modifications Collaborates with the interdisciplinary team to ensure comprehensive care for telemetry patients Maintains confidentiality of patients and client Performs other duties as assigned within the scope of practice Adheres to hospital safety protocols, infection control guidelines, and regulatory standards Required Essential Skills: Critical thinking, service excellence, and good interpersonal communication skills The ability to read, write, and communicate in the English language Ability to read/comprehend written instructions, follow verbal instructions, and proficiency in PC skills Physical Abilities - Must be able to remain in a stationary position, move about, move equipment (50-100lbs), push, pull, and bend Interpersonal Skills - Must be able to work effectively with a variety of personnel (professional and ancillary) to present a positive attitude and professionalism Technical/Motor Skills - Must have the ability to grasp, perform fine manipulation, push/pull, and move about when assisting with procedures and/or using department equipment Mental Requirements - Must be able to cope with frequent contact with the general public and customers while meeting deadlines under pressure. Must be able to work under close supervision occasionally, as well as working without assistance from other personnel. Must be able to contend with irregular activity schedules occasionally and continuous concentration to detail Sensory - Must possess visual acuity and ability to effectively communicate Benefits Include: Highly competitive pay for travel professionals Comprehensive medical, dental, and vision insurance with first day coverage Paid Time Off (PTO) after 1560 hours Life and Short-term disability offered 401(k) matching Aggressive Refer-a-friend Bonus Program 24/7 recruiter support Reimbursement for licensure and CEUs Why Choose Fusion? At Fusion Medical Staffing, our goal is to improve the lives of everyone we touch, and we're always looking for people like you to join our mission. Your passion for helping others deserves a partner just as committed to supporting you - that's why we offer day one insurance, $0 copay for mental health services, scholarships and awards, exclusive discounts, and more. From your personal recruiter to our clinical and traveler experience teams, we're here to guide and celebrate you along your journey. You take care of others; we take care of you. Other Duties Disclaimer: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned. This job description is not a comprehensive list of all activities, duties, or responsibilities that are required of the employee for this job and is subject to change at any time with or without notice. Start your rewarding career as a Stepdown RN with Fusion Medical Staffing and join our mission to improve lives. Apply now! *Fusion is an EOE/E-Verify Employer #pb10
    $104k-179k yearly est. 5d ago
  • Field Sales Representative

    Optimum 4.2company rating

    Yonkers, NY job

    Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore - it's a necessity that empowers lives, fuels businesses, and drives innovation. A career at Optimum means you'll be enabling progress and enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. We owe our success to our amazing product, commitment to our people and the connections we make in every community. If you are resourceful, collaborative, team-oriented and passionate about delivering consistent excellence, Optimum is the Company for you! We are Optimum! Job Summary The Sr Direct Sales Representative is responsible for the promotion and sale of Optimum products and services. Utilizes expert knowledge of Optimum products and services and mastery of sales processes to consistently maximize the growth & development of new and tenured Optimum Sales Professionals. The Sr Direct Sales Representative role is focused on achieving individual targets, allocating time to field training, coaching, and support to assigned Optimum Sales Professionals and to assist in their ramp to competency and progression toward reaching OSP2 level. This senior level sales professional will promote and maintain a performance-based culture, where sales professionals are inspired to deliver a superior customer experience while acting as a mentor to foster employee professional development. Responsibilities Demonstrates expert knowledge of Optimum products, promoting and selling offerings to individual customers by knocking on every door assigned Displays thorough and recent competitive knowledge of features, benefits, product differences, pricing, and campaigns for all products and services Drive sales and build strong customer relationships, and mentoring and coaching frontline sales to help them achieve their utmost potential Meets and exceeds sales targets as established by local market Exhibits strong interest in leading & developing others Provides onboarding support to new hires, observes, and provides feedback to ensure they are on-track with their training curriculum and able to provide an exceptional customer experience Strategic planning - monitor sales performance metrics and generate reports to assess progress and identify areas for improvement Take an active role in personal and professional development Qualifications Minimum Qualifications and Essential Functions: Demonstrates a high degree of self-motivation and maintains a professional appearance Exercises independent judgment and discretion with respect to significant matters without direct oversight of leadership Possesses expert knowledge of B2C selling that would be reflective of 2-3 years of experience. High degree of confidence in selling ability. Displays expert time management and organizational skills. Must meet the physical requirements of the job including, but not limited to, the ability to walk and/or travel door-to-door for considerable distances in all types of weather conditions. Must possess and maintain a valid driver's license in good standing within the state of current residence What's In It For You: Unlimited earning potential: Base pay + Uncapped Commission structure = $100,000+ combined income potential. Comprehensive training: We'll equip you with the knowledge you need to succeed. Top-notch benefits: Medical, Dental & Vision Insurance from day one. Time to relax: Enjoy paid vacation and sick pay. Incentives galore: Dive into our Sales Incentive and Bonus programs for additional earning opportunities Invest in yourself: We offer tuition reimbursement and employee referral-earning opportunities. Stay connected: Discounted TV/Internet/Phone Employee product benefits. Secure your future: Contribute 401(k) with company-matched funds. Continuous growth: Opportunities for career advancement within our organization. [1] Estimated and not guaranteed. Earning potential varies based on individual sales performance and subject to the terms of applicable commission plan(s), which may be modified by the Company in its discretion. [2] Subject to eligibility requirements and Company plan terms, including location of residence in Optimum footprint. At Optimum, we're fueled by our four core pillars: Taking Ownership, Upholding Transparency, Creating Community, and Demonstrating Expertise. Our commitment to empowering employees to take responsibility and embrace proactive problem-solving underpins Taking Ownership. Upholding Transparency is at the core of our culture, with open and honest communication fostering trust among our dedicated team and loyal customers. Creating Community is more than a goal; it's our daily commitment to fostering an environment of collaboration, innovation, and positivity. Demonstrating expertise is a promise we uphold through continuous learning and engagement with our customers to consistently deliver top-quality products and services. These pillars not only shape our culture but define Optimum as a place of excellence, trustworthiness, and thriving community, and we invite you to be a part of our journey. If you have the drive to succeed and are ready to embark on a thrilling career, seize this opportunity today, and join our winning team, so together, we'll shape the future of connectivity. All job descriptions and required skills, qualifications and responsibilities for a particular position are subject to modification by the Company from time to time, in the Company's discretion based on business necessity. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, religion, age, disability, sex, sexual orientation, gender identity or protected veteran status, or any other basis protected by applicable federal, state, or local law. The Company provides reasonable accommodations upon request in accordance with applicable requirements. Optimum collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state, and local law. Applicants for employment with the Company will never be asked to provide money (even if reimbursable) as part of the job application or hiring process. Please review our Fraud FAQ for further details. The pay range is $95,000.00 - $125,000.00/ year (which includes base plus estimated average annual commissions). Base salary at time of hire: $45,000, plus commissions. Commissions are estimated and not guaranteed. Earning potential varies based on individual sales performance and are subject to the terms of applicable commission plan(s).
    $31k-59k yearly est. 2d ago
  • Licensed Veterinary Technician

    Meadowbrook Veterinary Clinic (Novi, Mi 3.5company rating

    Novi, MI job

    Meadowbrook Veterinary Clinic is seeking an experienced Licensed Veterinary Technician to join our team! This is an excellent opportunity for skilled, outgoing technicians who want to fully utilize their education and expertise while making meaningful connections with clients and their pets. In this role, you will: Provide excellent patient care during surgical and dental procedures - including anesthesia monitoring, patient prep and recovery, and dental cleanings and radiographs. Ensure efficient exam room workflow and outstanding client communication. Review treatment plans, provide discharge instructions, and address client questions with empathy and clarity. Collaborate with your team to support the veterinarian's orders during outpatient visits, ensuring the highest level of patient care. This position is ideal for detail-oriented technicians who are passionate about exceptional patient and client care, and ready to work at the top of their license in a supportive, team-focused environment. This is a full-time position, with availability needed Monday-Friday, with rotating Saturdays. Full-time benefits and compensation**: Compensation: $23-28 per hour, for each hour worked* Bonus package: $2,000 CE allowance: up to $1,000 annually based on tenure Health package: Medical, dental, and vision insurance Life insurance and disability Employee Assistance Program 401k options Paid time off in accordance with site policy and applicable law Personal pet discount Minimum qualifications and skill set: 5+ years of veterinary experience in a clinical setting Current Veterinary Technician License in the state of Michigan Proficiency in the following skills: Anesthesia induction and maintenance Dental prophy and radiographs Phlebotomy Microscope evaluation Meadowbrook Veterinary Clinic, located in Novi, MI, along with our sister clinic, Breckenridge Veterinary Clinic, provides high-quality veterinary care to pets in the surrounding areas. Both our clinics offer a wide range of services, including wellness exams, vaccinations, dental care, and advanced surgical procedures. Our team is committed to ensuring the health and comfort of pets while fostering strong relationships with their owners. We focus on compassionate, personalized care, and our veterinary hospitals are trusted members of the local community, dedicated to the well-being of pets throughout the region. If you want to be part of a fun, passionate team, that upholds high quality medicine, apply today! *To determine specific pay Company will consider the following factors: the applicant's education, training, or experience related to the job position, geographic location where the work is performed, and other relevant factors. **During the process, you may request more information about compensation and benefits for your specific location where the work is performed. Where required under applicable law, WVP provides eligible employees with leave, and similar benefits programs, all in accordance with state and local law. WVP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information, or any other protected characteristic under federal, state or local laws. WVP will consider qualified applicants with a criminal history, in a manner consistent with the requirements of applicable state and local laws. Qualified Applicants with disabilities are entitled to reasonable accommodations under applicable state and local law, and the Americans with Disabilities Act. Please contact People Operations, if you need assistance completing the application process. #PRI
    $23-28 hourly 2d ago
  • Associate, Client Processing I - Loans Enablement

    BNY 4.1company rating

    Pittsburgh, PA job

    Associate, Client Processing I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 0-3 years of total work experience is preferred Experience in brokerage processing is preferred Applicable local/regional licenses or certifications as required by the business Prior loan operations experience in a financial service setting preferred Detail oriented Excellent verbal and written communication abilities Ability to self-manage, prioritize, and execute workload Familiarity with technical applications to include, but not limited to, Microsoft Office applications At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $46k-80k yearly est. 2d ago
  • Vice President, Service Delivery General Management Manager II

    BNY 4.1company rating

    Lake Mary, FL job

    Client Service Officer At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL. In this role, you'll make an impact in the following ways: • Oversee service levels across operating and systems areas, identifying and addressing weaknesses. • Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings. • Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed. • Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions. To be successful in this role, we're seeking the following: • Strong background in operations, systems, and company policies. • Proven ability to resolve client issues effectively. • Experience in financial management, contract negotiation, and project leadership. • Excellent communication, teamwork, and problem-solving skills. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $118k-205k yearly est. 2d ago
  • EMT

    Amr 4.0company rating

    Richland, WA job

    More Information about this Job: EMT PART-TIME Opportunity We're hiring Emergency Medical Technicians (EMTs) that will respond to emergency and non-emergency requests for medical assistance and deliver high-quality care, treatment and customer service to patients. Responsibilities: EMTs provide an assessment of patients, determine necessary care and deliver emergency services by utilizing appropriate medical techniques and equipment. Document patient information, condition and treatment while maintaining confidentiality and patient rights. Take pride in providing a safe, clean, and well-stocked environment for patients. Use appropriate EMT skills to provide care including communications, medical equipment, cleaning procedures, office equipment and tools. EMTs operate an ambulance in conjunction with applicable company safety policies, and traffic laws related to the operation of emergency medical response vehicles. Work collaboratively and in a professional manner with all allied health and public safety personnel as well as your fellow EMTs. Minimum Required Qualifications: High school diploma or equivalent (GED) State Driver's License National or State EMT certification CPR/BLS certifications Driving record in compliance with company policy Pass Physical Agility Test Some work experience, preferably in healthcare Why Choose AMR? AMR is one of Global Medical Response's (GMR) family of solutions. Our GMR teams deliver compassionate, quality medical care, primarily in the areas of emergency and patient relocation services. View the stories on how our employees provide care to the world at ************************* Learn how our values are at the core of our services and vital to how we approach care and check out our comprehensive benefit options at GlobalMedicalResponse.com/Careers. EEO Statement: Global Medical Response and its family of companies are an Equal Opportunity Employer, which includes supporting veterans and providing reasonable accommodations for individuals with a disability. More Information about this Job: Pay rate: $18.34 - 24.86/hr Check out our careers site benefits page to learn more about our benefit options.
    $18.3-24.9 hourly 5d ago
  • Associate, Client Onboarding/Transitions/Conversions/KYC II

    BNY 4.1company rating

    Pittsburgh, PA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events Closes off accounts by first checking for any pending activity or balances remaining in the account Works directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents Ensures application form is received, and tax documentation is received from the investor Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation Ensures client receives all necessary training or conducts the training him/herself Communicates progress to team and escalate issues or potential project delays Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolution Responsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Guides the client in appropriate platform applications and structure of their program/product offering No direct reports Provides guidance to less experienced colleagues as needed Allocates work to and monitors the work quality of others assigned to the client May have people management responsibilities in some geographies Responsible for standard clients and contributes to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required Advanced/graduate degree preferred 3-5 years of total work experience preferred Experience in securities, financial services or client-facing or project management roles preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $46k-80k yearly est. 4d ago
  • Travel PCU Stepdown RN

    Fusion Medical Staffing 4.3company rating

    Mill Valley, CA job

    Travel Stepdown RN Company: Fusion Medical Staffing Job Details Fusion Medical Staffing is seeking a skilled Stepdown RN for a 13-week travel assignment in Greenbrae, California. As a member of our team, you'll have the opportunity to make a positive impact on the lives of patients while enjoying competitive pay, comprehensive benefits, and the support of a dedicated clinical team. Required Qualifications: One year of recent experience as a Stepdown RN Current Valid RN license in compliance with state regulations Current BLS Certification (AHA/ARC) Current ACLS Certification (AHA/ARC) Preferred Qualifications: Progressive Care Certified Nurse (PCCN) Certification NIHSS Certification Other certifications and licenses may be required for this position Summary: A Stepdown Registered Nurse provides care to patients who are transitioning from intensive care to medical-surgical or general inpatient units. These patients require frequent monitoring and specialized nursing interventions. They assess and manage complex patient needs, administer medications and treatments, and collaborate with multidisciplinary teams to ensure safe, patient-centered care. Essential Work Functions: Monitors and interprets cardiac rhythms, vital signs, and other telemetry data to detect abnormalities and respond appropriately Administers prescribed medications and treatments in accordance with approved nursing techniques, with a focus on cardiac care Prepares equipment and aids physician during cardiac-related procedures and examinations Maintains awareness of comfort and safety needs of telemetry patients Observes patient, records significant conditions and reactions, and notifies supervisor or physician of patient's cardiac status and response to interventions Responds to life-saving situations based upon nursing standards, policies, procedures, and protocols specific to cardiac emergencies Documents nursing history and physical assessment for assigned telemetry patients Initiates patient education plans according to individualized needs, focusing on cardiac health, risk factors, and lifestyle modifications Collaborates with the interdisciplinary team to ensure comprehensive care for telemetry patients Maintains confidentiality of patients and client Performs other duties as assigned within the scope of practice Adheres to hospital safety protocols, infection control guidelines, and regulatory standards Required Essential Skills: Critical thinking, service excellence, and good interpersonal communication skills The ability to read, write, and communicate in the English language Ability to read/comprehend written instructions, follow verbal instructions, and proficiency in PC skills Physical Abilities - Must be able to remain in a stationary position, move about, move equipment (50-100lbs), push, pull, and bend Interpersonal Skills - Must be able to work effectively with a variety of personnel (professional and ancillary) to present a positive attitude and professionalism Technical/Motor Skills - Must have the ability to grasp, perform fine manipulation, push/pull, and move about when assisting with procedures and/or using department equipment Mental Requirements - Must be able to cope with frequent contact with the general public and customers while meeting deadlines under pressure. Must be able to work under close supervision occasionally, as well as working without assistance from other personnel. Must be able to contend with irregular activity schedules occasionally and continuous concentration to detail Sensory - Must possess visual acuity and ability to effectively communicate Benefits Include: Highly competitive pay for travel professionals Comprehensive medical, dental, and vision insurance with first day coverage Paid Time Off (PTO) after 1560 hours Life and Short-term disability offered 401(k) matching Aggressive Refer-a-friend Bonus Program 24/7 recruiter support Reimbursement for licensure and CEUs Why Choose Fusion? At Fusion Medical Staffing, our goal is to improve the lives of everyone we touch, and we're always looking for people like you to join our mission. Your passion for helping others deserves a partner just as committed to supporting you - that's why we offer day one insurance, $0 copay for mental health services, scholarships and awards, exclusive discounts, and more. From your personal recruiter to our clinical and traveler experience teams, we're here to guide and celebrate you along your journey. You take care of others; we take care of you. Other Duties Disclaimer: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned. This job description is not a comprehensive list of all activities, duties, or responsibilities that are required of the employee for this job and is subject to change at any time with or without notice. Start your rewarding career as a Stepdown RN with Fusion Medical Staffing and join our mission to improve lives. Apply now! *Fusion is an EOE/E-Verify Employer #pb10
    $106k-182k yearly est. 2d ago
  • Private Client Advisor

    Ima Financial Group, Inc. 4.4company rating

    Ima Financial Group, Inc. job in Bellevue, WA

    ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: * Supports and demonstrates IMA Select's core values * Values and understands the importance of diversity, equality, and inclusion among all IMA associates * 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 REQUIRED EXPERIENCE AND SKILLS include but are not limited to: * Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment * Ability to analyze insurance quotes and make recommendations * Knowledge of policy forms and endorsements preferred * 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 * Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license #LI-JS1 Salary Range $70,000-$80,000 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. * These benefits do not apply to internship roles. 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.
    $70k-80k yearly Auto-Apply 10d ago
  • Associate, Anti Money Laundering/Prevention/Know Your Client II

    BNY 4.1company rating

    Pittsburgh, PA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/Know Your Client II to join our team. This role is located in Pittsburgh, PA - Hybrid. In this role, you'll make an impact in the following ways: Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new or existing client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database. Communicates with internal stakeholders for information gathering purposes, as needed. No direct reports. Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $46k-80k yearly est. 2d ago
  • Sr. Account Manager - Healthcare

    Ima Financial Group 4.4company rating

    Ima Financial Group job in Bellevue, WA

    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 Serves as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.) Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE Supports in winning new business & supports AE with new client onboarding Demonstrates ability to anticipate client problems and provide solutions proactively Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance Required Experience and Skills include but are not limited to: 5+ yrs. applicable insurance experience with specialty experience preferred Ability to work within AMS and maintain data completeness standards Possesses strong organizational skills Ability to work independently, and lead special project assignments Demonstrates ability to build underwriter and client relationships Ability to delegate to appropriate parties when necessary Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred Some travel required (up to 30% depending on book of business & industry) Strong communication skills both written and verbal Competencies & Traits: Professionalism Manage Client Relationships Agility/Flexibility Interpersonal skills Communicating #LI-JS1 Salary Range$90,000-$105,000 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.
    $90k-105k yearly Auto-Apply 60d+ ago
  • Travel PCU Stepdown RN

    Fusion Medical Staffing 4.3company rating

    Mountain View, CA job

    Travel Stepdown RN Company: Fusion Medical Staffing Job Details Fusion Medical Staffing is seeking a skilled Stepdown RN for a 13-week travel assignment in Mountain View, California. As a member of our team, you'll have the opportunity to make a positive impact on the lives of patients while enjoying competitive pay, comprehensive benefits, and the support of a dedicated clinical team. Required Qualifications: One year of recent experience as a Stepdown RN Current Valid RN license in compliance with state regulations Current BLS Certification (AHA/ARC) Current ACLS Certification (AHA/ARC) Preferred Qualifications: Progressive Care Certified Nurse (PCCN) Certification NIHSS Certification Other certifications and licenses may be required for this position Summary: A Stepdown Registered Nurse provides care to patients who are transitioning from intensive care to medical-surgical or general inpatient units. These patients require frequent monitoring and specialized nursing interventions. They assess and manage complex patient needs, administer medications and treatments, and collaborate with multidisciplinary teams to ensure safe, patient-centered care. Essential Work Functions: Monitors and interprets cardiac rhythms, vital signs, and other telemetry data to detect abnormalities and respond appropriately Administers prescribed medications and treatments in accordance with approved nursing techniques, with a focus on cardiac care Prepares equipment and aids physician during cardiac-related procedures and examinations Maintains awareness of comfort and safety needs of telemetry patients Observes patient, records significant conditions and reactions, and notifies supervisor or physician of patient's cardiac status and response to interventions Responds to life-saving situations based upon nursing standards, policies, procedures, and protocols specific to cardiac emergencies Documents nursing history and physical assessment for assigned telemetry patients Initiates patient education plans according to individualized needs, focusing on cardiac health, risk factors, and lifestyle modifications Collaborates with the interdisciplinary team to ensure comprehensive care for telemetry patients Maintains confidentiality of patients and client Performs other duties as assigned within the scope of practice Adheres to hospital safety protocols, infection control guidelines, and regulatory standards Required Essential Skills: Critical thinking, service excellence, and good interpersonal communication skills The ability to read, write, and communicate in the English language Ability to read/comprehend written instructions, follow verbal instructions, and proficiency in PC skills Physical Abilities - Must be able to remain in a stationary position, move about, move equipment (50-100lbs), push, pull, and bend Interpersonal Skills - Must be able to work effectively with a variety of personnel (professional and ancillary) to present a positive attitude and professionalism Technical/Motor Skills - Must have the ability to grasp, perform fine manipulation, push/pull, and move about when assisting with procedures and/or using department equipment Mental Requirements - Must be able to cope with frequent contact with the general public and customers while meeting deadlines under pressure. Must be able to work under close supervision occasionally, as well as working without assistance from other personnel. Must be able to contend with irregular activity schedules occasionally and continuous concentration to detail Sensory - Must possess visual acuity and ability to effectively communicate Benefits Include: Highly competitive pay for travel professionals Comprehensive medical, dental, and vision insurance with first day coverage Paid Time Off (PTO) after 1560 hours Life and Short-term disability offered 401(k) matching Aggressive Refer-a-friend Bonus Program 24/7 recruiter support Reimbursement for licensure and CEUs Why Choose Fusion? At Fusion Medical Staffing, our goal is to improve the lives of everyone we touch, and we're always looking for people like you to join our mission. Your passion for helping others deserves a partner just as committed to supporting you - that's why we offer day one insurance, $0 copay for mental health services, scholarships and awards, exclusive discounts, and more. From your personal recruiter to our clinical and traveler experience teams, we're here to guide and celebrate you along your journey. You take care of others; we take care of you. Other Duties Disclaimer: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned. This job description is not a comprehensive list of all activities, duties, or responsibilities that are required of the employee for this job and is subject to change at any time with or without notice. Start your rewarding career as a Stepdown RN with Fusion Medical Staffing and join our mission to improve lives. Apply now! *Fusion is an EOE/E-Verify Employer #pb10
    $105k-180k yearly est. 2d ago
  • Sales Intern - Summer 2026

    Ima Financial Group, Inc. 4.4company rating

    Ima Financial Group, Inc. job in Bellevue, WA

    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 IMA Sales team is excited to announce an incredible opportunity for an intern in our 2026 summer program! This role offers the chance to gain valuable experience at the Bellevue office, under a normal five-day in-office schedule. Daily responsibilities will include: * Conduct prospect research and develop targeted campaigns by identifying organizations that match desired profiles and demographics. * Create and implement marketing plans that align with outreach goals and support business development initiatives. * Use Microsoft Suite and other digital tools to support research, analysis, and the development of marketing materials. * Communicate effectively by crafting clear, compelling messaging and storytelling across digital platforms. * Leverage AI tools to enhance productivity, improve campaign quality, and support data-driven decision-making. 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 (Business, Finance, Accounting, Risk Management and Insurance) * Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma * Students anticipated to graduate in Spring 2026, December 2026, or Spring 2027 * Previous work or internship experience in a professional services or similar environment * An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions Benefits: This internship is designed as a learning and development opportunity and does not include participation in the medical, dental, and vision insurance, and any other benefits program that are provided solely to regular full-time associates. You will, however, enjoy IMA paid holidays and five days of LifeBalance PTO during your internship. The LifeBalance PTO is inclusive of vacation, sick time or personal time. Compensation: This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws. 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 $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. * These benefits do not apply to internship roles. 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.
    $18-22 hourly Auto-Apply 12d ago
  • Commercial Lines Intern - Summer 2026

    Ima Financial Group, Inc. 4.4company rating

    Ima Financial Group, Inc. job in Bellevue, WA

    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. The Commercial Lines team is excited to announce an incredible opportunity for an intern in our 2026 summer program! This role offers the chance to gain valuable experience at the Bellevue office, under a normal five-day in-office schedule. Daily responsibilities will include: * Contribute to benchmarking projects by tracking progress and ensuring quality outcomes. * Perform EPIC system cleanup and validate data to maintain accuracy and compliance standards. * Collaborate with the Commercial team to deliver precise benchmarking and financial reporting. * Support project coordination and assist with process improvement initiatives that drive efficiency. * Rotate weekly among specialty groups such as real estate, construction, and others to learn about diverse client needs and industry operations. * Participate in client meetings to develop communication skills, understand expectations, and build strong professional relationships 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 (Business, Finance, Accounting, Risk Management and Insurance) * Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma * Students anticipated to graduate in Spring 2026, December 2026, or Spring 2027 * Previous work or internship experience in a professional services or similar environment * An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions Benefits: This internship is designed as a learning and development opportunity and does not include participation in the medical, dental, and vision insurance, and any other benefits program that are provided solely to regular full-time associates. You will, however, enjoy IMA paid holidays and five days of LifeBalance PTO during your internship. The LifeBalance PTO is inclusive of vacation, sick time or personal time. Compensation: This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws. 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 $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. * These benefits do not apply to internship roles. 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.
    $18-22 hourly Auto-Apply 12d ago
  • Commercial Account Manager (Marine)

    Ima Financial Group 4.4company rating

    Ima Financial Group job in Bellevue, WA

    What You'll Do Retain current clients. Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client. Manage client service work product ensuring compliance of internal standards and procedures. Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed. Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly. Prepare accurate proposals. Place coverage, oversee invoicing, and document to client. Assist in account reconciliations, as requested or as needed. Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity. Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service. Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters. Prepare various displays or other documentation, as requested by the Account Executive or client. Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F's commitment to quality management and control. Complete projects upon management's request. Work with other Account Team members to ensure client needs are met. Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship. Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested. Additional projects as requested by management. You Should Have Basic understanding of insurance. Strong written and verbal communication skills. Computer literacy and demonstrated ability. Math aptitude. State of residency Producer's license High school diploma or equivalent Minimum 3 years insurance experience Minimum 1 year of Marine experience Working towards industry-approved designation #LI-JS1 Salary Range$80,000-$90,000 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.
    $80k-90k yearly Auto-Apply 60d+ ago
  • Commercial Account Executive

    Ima Financial Group 4.4company rating

    Ima Financial Group job in Bellevue, WA

    Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Real Estate Practice Group is currently seeking a passionate insurance professional to join our Washington P&C 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 Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, 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 reviews of the policies 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 & maintains carrier relationships Manages a book of business with $1 Million - $1.3 Million in revenue Plays a lead role on three or more large/complex client accounts Spends 5-10% of time supporting producers in winning new business 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) Maintains increased technical knowledge both insurance industry and book of client's industry Holds at least one general insurance designation Pursuing formal specialty designation (ARM, CPCU, Industry specific designation) preferred Active growth in client & team management capabilities with mentorship from Level 3 Account Executive Autonomously responsible for all final aspects of assigned book of business Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle #LI-JS1 Salary Range$120,000-$150,000 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.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Associate, Client Reporting/Performance II

    BNY 4.1company rating

    Pittsburgh, PA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Loan Enablement Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance. Maintain online tools and reporting platform, including training clients on report production. Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation. Develop research analyses to understand industry trends and suggest improvements to enhance client experience. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in trading or brokerage preferred. Ability to provide guidance to less experienced Client Reporting and Performance staff as needed. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
    $46k-80k yearly est. 2d ago

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