IMA Financial Group jobs in Dallas, TX

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 Employee Benefits 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 Dallas office, under a flexible 4 days in office, 1 remote schedule. Daily responsibilities will include: * Assist with project-based work such as preparing Q4 deliverables, organizing open enrollment materials, creating client presentations, and supporting internal planning documents. * Support documentation and process improvements by helping refine templates, trackers, and standard operating procedures to enhance team efficiency. * Contribute to post-renewal recaps and planning summaries that inform future client strategies and service enhancements. * Provide day-to-day operational support through data entry, report formatting, benefit guide updates, and helping with follow-up communications as needed. * Attend client meetings for observation and assist with meeting notes, follow-ups, and administrative tasks that improve workflow and readiness of client deliverables. 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.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

IMA Account Specialists are key strategic collaborators on our property and casualty service teams, partnering closely with our clients and carriers. We are currently looking to add an insurance professional to our dynamic Commercial Lines team based out of our Dallas office. 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. * Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests. * Interact with clients (written or verbal) regarding special program needs and new assignments. * Understand and deliver on unique client expectations within book of business. * Temporarily back up AM as needed. Clients should not feel a gap in service knowledge. * Ability to problem-solve and suggest proactive solutions to AM and AE. * Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation. * Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property. * Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.) * Controls industry specific reporting (well reporting, builder's risk, etc.) * Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc. * Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested. * Ability to work independently, lead project special assignments. * Supports as needed in special client projects You Should Have * Applicable experience required with specialty experience preferred * Attention to detail & ability to work within AMS and maintain data completeness standards * Achieved general insurance designation. Pursuing other insurance designation - preferred * Project / time management skills to manage multiple priorities and to keep processes moving from start to finish * Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel) * Limited travel required (less than 10%) #LI-RH1 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.

We are seeking a highly experienced and strategic Consultant to advise colleges and universities on student health insurance programs. This role requires deep industry knowledge, regulatory expertise, and a consultative approach to help institutions optimize their health insurance offerings for diverse student populations. This position may have access to sensitive information such as PII and/or PHI. As such, all Academic HealthPlans employees sign and adhere to AHP's Information Security Handbook covering information security policies and procedures. Your Impact * Strategic Advisory: Provide expert guidance to higher education institutions on plan design, carrier selection, compliance, and cost containment strategies. * Program Evaluation: Assess existing student health insurance programs for both Fully Insured, Self-Funded and recommend improvements based on institutional goals and student needs. * RFP & Procurement Support: Assist clients in developing and managing RFPs for student health insurance carriers and third-party administrators. * Regulatory Compliance: Ensure clients remain compliant with ACA, state mandates, and other relevant regulations affecting student health plans. * Stakeholder Engagement: Facilitate discussions with university leadership, student affairs, risk management, and finance teams to align insurance strategies. * Market Analysis: Deliver insights on market trends, competitive benchmarking, and emerging models in student health coverage. * Implementation Oversight: Support institutions during plan transitions, including communication strategies, waiver management, and enrollment processes. Successful Candidate Will Have * Bachelor's degree * Experience in student health insurance, consulting, or benefits administration. * Strong understanding of self-funded and fully insured student health plans. * Proven experience working with higher education institutions. * Exceptional analytical, communication, and presentation skills. * Ability to manage multiple client engagements and deliver high-impact results. * Life and Health Insurance License Preferred * Experience working with self-funded and fully insured student health plans. * Familiarity with university procurement processes and RFP responses. * Experience with international student insurance requirements. * Knowledge of mental health parity laws and student wellness initiatives. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $100,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Cottingham & Butler is the 3rd largest privately and independently held insurance brokerage firm, and our Transportation Division is at the heart of that success. We specialize in helping trucking and logistics companies manage risk and protect their operations-simply put, we're professional buyers of insurance for the transportation industry. As we continue to grow, Cottingham & Butler is actively seeking ambitious, sales-driven individuals for our 2026 Summer Sales Internship Program in Dallas, Texas. This is your opportunity to learn the business, jump start your career, and make an impact in one of the most critical sectors of the economy. What You'll Do: As a Sales Intern, you will be immersed in various aspects of the sales process, gaining hands-on experience and developing essential skills. Your responsibilities will include: Cold Calling Prospects: Learn to effectively cold call potential clients, introducing them to our services and identifying their insurance needs. Client Meetings: Travel to client meetings with experienced sales professionals, observing and participating in discussions to understand client requirements and how to address them. Industry Knowledge: Dive into industry knowledge by researching market trends, competitor activities, and emerging opportunities. This will help you understand the landscape and better serve our clients. Sales Strategies: Collaborate with team members to develop and implement sales strategies, learning how to tailor approaches to different clients and situations. Training Sessions: Participate in training sessions and workshops designed to enhance your sales skills, product knowledge, and understanding of the insurance industry. Networking: Build connections with clients, industry professionals, C&B executives, and fellow interns through networking events and social activities. People We Hire: Your major doesn't matter to us. We know people don't usually major in insurance, so we focus on personality and character; we can teach you the rest. Our sales team is filled with individuals who are competitive, resilient, and influential. Strong candidates display the following: History of academic and/or extracurricular excellence. Self-motivated with a drive to succeed. Ability to work well in a team-oriented environment. Willingness to learn and adapt to new challenges. Strong communication and interpersonal skills. What You'll Get: This program is intended to provide impactful real-life experience that goes beyond the 10-week experience. Program details are listed below: Start date: Tuesday, May 19th, 2026 End date: Friday, July 24th, 2026 Duration: 10 weeks in a culture unlike any other $6,500 paid internship with bonus opportunity Apartment-style housing provided Learn from and work with experts of the business Mentorship Develop your skills and knowledge through real work Grow your network of like-minded interns and professionals Intern social and networking activities Returning intern or full-time placement after graduation for successful interns About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

Pay Range: * The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies. Your Impact * Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner. * Assist the universities for adding students, deleting students, making any status changes, etc. * Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. * Group service ticket queue monitoring, tracking and completing (tickets within queue). * Emergency adds of students who were left off original file, not been sent to us yet, etc. * Processing and reconciling of payments received from the universities. * Assist the carriers and TPA's with questions, such as dates and coverage periods. * Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments. * Assist accountant with monthly payments that are sent to carriers and schools. Successful Candidate Will Have * Bachelor's Degree (preferred) * Previous customer service and data entry experience preferred * PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook * Accounting or health insurance experience a plus Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

We are seeking an Account Manager to join our growing Employee Benefits team. This position will provide support to clients with direction from the Account Executive. A successful applicant must have professionalism, possess self-direction, manage client relationships, and exhibit strong communication and problem-solving skills. 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 Client service Maintains regular, professional contact to create and foster relationships with client representatives Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs Client meetings Participates in client and prospect meetings, and may lead meeting with guidance Assists in and prepares materials and collateral for meetings and discussions Records and reports meeting discussion and action items Carrier and vendor management Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings Reviews carrier, vendor, and plan documents and contracts Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner Communication and education Trains clients on technology and resources available Works with clients to develop short and long-term employee communication objectives Creates member facing collateral pieces to promote and clarify benefit program features Leads in person, virtual, and telephonic sessions to provide information and plan details to participants Uses regular interactions to update clients on carrier and vendor partner features and services Training and Mentoring Mentors and trains other Account Managers Internal partnerships Actively participates and contributes to client service team operations Effectively communicates client updates to appropriate team members Assists with other team duties as needed - i.e., position vacancy, cover personal time off, etc. You Should Have Bachelor's degree in relevant field or equivalent job experience 5 or more years of relevant experience Attains and maintains state life and health license in accordance with IMA standards Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel) Ability to work in agency/client management systems and other related software and technology platforms Ability to effectively work independently Excellent interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner internally and externally Demonstrates critical thinking and problem solving with the ability to analyze and interpret data Ability to present information in a group setting (in person and virtually) Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed Possesses high degree of diplomacy and tact while maintaining confidentially Some travel required #LI-RH1 Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients. 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 * Client Management * Leads both long- and short-term strategic consultation and planning efforts for client benefit programs * Ensures programs and plan design are in alignment with all applicable regulatory requirements * Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team * Directs the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting * Carrier and Vendor Relationships * Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary * Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients' stated goals through a commitment to continuous learning * Production Partnership * Participates in finalist and/or prospect meetings in partnership with production staff as appropriate * Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested * Partners with production staff to ensure compensation received is properly executed * Internal Resource * Availability to serve as a resource for other agency benefits staff throughout the entire benefits division * Strong commitment to participation in department or agency-wide committees and special projects * People Management * May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations * Participates in the hiring process for direct reports as well as additional department hires as needed * Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met You Should Have: * 5+ years of similar or related experience required * Demonstrates above average business acumen related to strategy execution, interdependencies, and decision consequences * Demonstrates positive mindset and ability to optimize performance through collaboration * Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness * Demonstrates advanced skills with MS Office Suite * Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions * Attains and maintains Life and Health licensure * 4-year degree in business or related discipline preferred #LI-RH1 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.

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 Responsibility for servicing of accounts, which includes, but is not limited to policy and endorsement issuance, tax filings, and invoicing Services agent customers with policy and coverage questions Coordinates the preparation of quote submissions, including gathering information and participating in strategy and account review meetings Handles policy audits and dispute resolutions Actively supports the team by participating in the completion of all assigned duties required to service accounts REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Two years of similar or related experience Prefer college graduate, 4-year degree or equivalent experience Applicable state P&C and Surplus license Capable of working independently Ability to interact with clients in a professional and positive manner Excellent interpersonal skills, both internally and externally 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.

Job Description We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities. Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction, Manufacturing, and Food & Agriculture industries. Over the years, our team has experienced double digit growth year-over-year (driven organically) and a client retention over 90%. This growth is a testament to our team's ability to adapt to changing market dynamics, anticipate client needs, and deliver results. A few highlights about our team: Unmatched Sales Support: We surround our sales team with everything they need to be successful, including: Experienced Account Management Teams - Your clients will be in good hands with our account management teams. They are capable and proficient. In addition to having skilled account managers, we intentionally build redundancy into the teams to ensure that clients get the best service possible. In-House Specialists- Our team includes people that specialize in compliance, HR consulting, analytics, client communications, worksite products, stop loss and technology. Tools & Resources- You will have assessments, checklists, audits, etc. that you can use to tailor custom strategies for each client. You will also have access to partner companies that will provide you with additional resources, such as ThinkHR and Zywave, etc. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Events or hear from one of our Risk Management Sales Executives: *************************** CB. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Subsidized Parking Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of "better every day" constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

We are seeking an Account Manager to join our growing Employee Benefits team. This position will provide support to clients with direction from the Account Executive. A successful applicant must have professionalism, possess self-direction, manage client relationships, and exhibit strong communication and problem-solving skills. 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 Client service * Maintains regular, professional contact to create and foster relationships with client representatives * Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions * Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients * Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs Client meetings * Participates in client and prospect meetings, and may lead meeting with guidance * Assists in and prepares materials and collateral for meetings and discussions * Records and reports meeting discussion and action items Carrier and vendor management * Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings * Reviews carrier, vendor, and plan documents and contracts * Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner Communication and education * Trains clients on technology and resources available * Works with clients to develop short and long-term employee communication objectives * Creates member facing collateral pieces to promote and clarify benefit program features * Leads in person, virtual, and telephonic sessions to provide information and plan details to participants * Uses regular interactions to update clients on carrier and vendor partner features and services Training and Mentoring * Mentors and trains other Account Managers * Internal partnerships * Actively participates and contributes to client service team operations * Effectively communicates client updates to appropriate team members * Assists with other team duties as needed - i.e., position vacancy, cover personal time off, etc. You Should Have * Bachelor's degree in relevant field or equivalent job experience * 5 or more years of relevant experience * Attains and maintains state life and health license in accordance with IMA standards * Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel) * Ability to work in agency/client management systems and other related software and technology platforms * Ability to effectively work independently * Excellent interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner internally and externally * Demonstrates critical thinking and problem solving with the ability to analyze and interpret data * Ability to present information in a group setting (in person and virtually) * Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed * Possesses high degree of diplomacy and tact while maintaining confidentially * Some travel required #LI-RH1 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.

Job Description Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results. We are currently adding experienced transportation producers in our Dallas office. Joining our sales team will allow you access to the markets, tools, and expertise needed to write more business. You will also work with a top-notch service team that will ensure that you retain more business. A bigger book of business = more money in your pocket! This position requires 3 years of experience in Transportation Insurance. Here are a few things that set us apart: Our Team. 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients clearly identify the risks they face and develop the necessary steps to mitigate or avoid them Market Access. Our experience and reputation in the transportation industry give us the ability to secure the most competitive terms from the top insurance markets. Our Solutions. We offer a full range of traditional and non-traditional insurance solutions, including in-house claims, safety management, and captive insurance services. We also offer an independent contractor platform and brokerage claims advocacy. The best part- the services aren't charged back to the producer. Trucking Captives. We are the exclusive broker for 7 trucking captives, including the two largest in the world. There are over 245 captive members and a 99% retention rate in our captives. Clients love us. They choose us because they see value in the services we offer and stay with us because we exceed their expectations. The Transportation Division has an average annual organic growth rate of 12.5% and our client retention is over 95%. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Events: *************************** CB. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of "better every day" constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities. Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction, Manufacturing, and Food & Agriculture industries. Over the years, our team has experienced double digit growth year-over-year (driven organically) and a client retention over 90%. This growth is a testament to our team's ability to adapt to changing market dynamics, anticipate client needs, and deliver results. A few highlights about our team: Unmatched Sales Support: We surround our sales team with everything they need to be successful, including: Experienced Account Management Teams - Your clients will be in good hands with our account management teams. They are capable and proficient. In addition to having skilled account managers, we intentionally build redundancy into the teams to ensure that clients get the best service possible. In-House Specialists- Our team includes people that specialize in compliance, HR consulting, analytics, client communications, worksite products, stop loss and technology. Tools & Resources- You will have assessments, checklists, audits, etc. that you can use to tailor custom strategies for each client. You will also have access to partner companies that will provide you with additional resources, such as ThinkHR and Zywave, etc. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Events or hear from one of our Risk Management Sales Executives: *************************** CB. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Subsidized Parking Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

This position requires a 10-12-week training session in Dubuque, IA initially. Housing would be supplied if needed. Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Dallas, Texas location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth to unlock substantial financial growth. Strategize and develop customized solutions for clients, leveraging available programs to deliver services that exceed client expectations. Cultivate strong relationships with top decision makers, ensuring long-term client retention. Collaborate with our service team to create compelling proposals and deliver impactful presentations to clients and prospects. Earn relevant designations and stay up-to-date on continuing education credits provided by the company to enhance your professional growth and earning potential. Here are a few things that set us apart: Our Team. 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients clearly identify the risks they face and develop the necessary steps to mitigate or avoid them Market Access. Our experience and reputation in the transportation industry give us the ability to secure the most competitive terms from the top insurance markets. Our Solutions. We offer a full range of traditional and non-traditional insurance solutions, including in-house claims, safety management, and captive insurance services. We also offer an independent contractor platform and brokerage claims advocacy. The best part- the services aren't charged back to the producer. Trucking Captives. We are the exclusive broker for 7 trucking captives, including the two largest in the world. There are over 245 captive members and a 99% retention rate in our captives. Clients love us. They choose us because they see value in the services we offer and stay with us because we exceed their expectations. The Transportation Division has an average annual organic growth rate of 12.5% and our client retention is over 95%. People We Hire: If you thrive in a fast-paced, competitive environment and possess a relentless drive for success, Cottingham & Butler is the ideal place for you. You will be surrounded by industry-leading professionals, including several teammates who manage books of business exceeding $1 million. Additionally, you'll have access to our exceptional service teams and in-house specialists focused on account management, technology, compliance, analytics, client communications, and more-resources that will elevate your sales performance and financial success. About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

Job Description We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a client retention over 90%. This growth is a testament to our team's ability to adapt to changing market dynamics, anticipate client needs, and deliver results. Unmatched Sales Support: We surround our sales team with everything they need to be successful, including: Experienced Account Management Teams - Your clients will be in good hands with our account management teams. They are capable and proficient. In addition to having skilled account managers, we intentionally build redundancy into the teams to ensure that clients get the best service possible. In-House Specialists- Our team includes people that specialize in compliance, HR consulting, analytics, client communications, worksite products, stop loss and technology. Tools & Resources- You will have assessments, checklists, audits, etc. that you can use to tailor custom strategies for each client. You will also have access to partner companies that will provide you with additional resources, such as ThinkHR and Zywave, etc. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Event. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Subsidized Parking Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of "better every day" constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a client retention over 90%. This growth is a testament to our team's ability to adapt to changing market dynamics, anticipate client needs, and deliver results. Unmatched Sales Support: We surround our sales team with everything they need to be successful, including: Experienced Account Management Teams - Your clients will be in good hands with our account management teams. They are capable and proficient. In addition to having skilled account managers, we intentionally build redundancy into the teams to ensure that clients get the best service possible. In-House Specialists- Our team includes people that specialize in compliance, HR consulting, analytics, client communications, worksite products, stop loss and technology. Tools & Resources- You will have assessments, checklists, audits, etc. that you can use to tailor custom strategies for each client. You will also have access to partner companies that will provide you with additional resources, such as ThinkHR and Zywave, etc. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Event. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Subsidized Parking Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results. We are currently adding experienced transportation producers in our Dallas office. Joining our sales team will allow you access to the markets, tools, and expertise needed to write more business. You will also work with a top-notch service team that will ensure that you retain more business. A bigger book of business = more money in your pocket! This position requires 3 years of experience in Transportation Insurance. Here are a few things that set us apart: Our Team. 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients clearly identify the risks they face and develop the necessary steps to mitigate or avoid them Market Access. Our experience and reputation in the transportation industry give us the ability to secure the most competitive terms from the top insurance markets. Our Solutions. We offer a full range of traditional and non-traditional insurance solutions, including in-house claims, safety management, and captive insurance services. We also offer an independent contractor platform and brokerage claims advocacy. The best part- the services aren't charged back to the producer. Trucking Captives. We are the exclusive broker for 7 trucking captives, including the two largest in the world. There are over 245 captive members and a 99% retention rate in our captives. Clients love us. They choose us because they see value in the services we offer and stay with us because we exceed their expectations. The Transportation Division has an average annual organic growth rate of 12.5% and our client retention is over 95%. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Events: *************************** CB. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

We are seeking an Account Executive with expertise in the student health insurance sector to drive strategic growth and manage key relationships with higher education institutions. This role is ideal for a results-driven professional who understands the unique needs of colleges, universities, and their student populations. This position may have access to sensitive information such as PII and/or PHI. As such, all Academic HealthPlans employees sign and adhere to AHP's Information Security Handbook covering information security policies and procedures. Your Impact * New Sales Strategy & Execution: Develop and execute strategic sales plans to expand market share and meet revenue targets. * Client Relationship Management: Build and maintain strong relationships with university administrators, student affairs leaders, and benefits managers. Consultative Selling: Understand client needs and provide tailored insurance solutions that align with institutional goals and student wellness priorities. Contract Negotiation: Lead contract discussions, renewals, and pricing strategies with clients and internal stakeholders. * Market Intelligence: Stay informed on regulatory changes, competitive landscape, and emerging trends in student health insurance. * Collaboration: Work closely with underwriting, marketing, compliance, and customer service teams to ensure seamless client onboarding and satisfaction. * Reporting & Forecasting: Maintain accurate records of sales activity, pipeline development, and revenue forecasts using sales tools. Successful Candidate Will Have * Bachelor's degree in Business, Marketing, Healthcare Administration, or related field. * Strong understanding of ACA compliance, waiver processes, and student health plan structures. * Excellent communication, negotiation, and presentation skills. * Ability to travel as needed to meet clients and attend industry events. * Experience working with self-funded and fully insured student health plans. * Familiarity with university procurement processes and RFP responses. * Existing relationships within the higher education sector. * Familiarity with student health portals, waiver systems, and enrollment platforms. * Life, Accident and Health Insurance License At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $100,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.