IMA Financial Group jobs in Pasadena, CA

What You'll Do Client data entry into agency management system for updated applications. Use of Indio for renewal process and other processes. Issue or oversee the issuance of certificates of insurance and the renewal process. Issue evidence of property insurance, automobile ID cards, and order change requests. Upload Insured's Policies into EPIC, Passport and arrange for mailing if applicable (requested by client). Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet. Update proposal drafts where assistance is needed by CM. Follow up on cancellation and reinstatement notices. Update suspense and follow-up on Activities for second request if needed. Attach e-mails to Epic. Check and process endorsements and audits. Invoice endorsements, audits, and other items as instructed. Process routine mail as instructed. Handle routine phone calls. Back up telephones when Client Manager is unavailable. Special projects, word Processing and excel as instructed. Policy pre-checking. nline rating and premium finance agreements. You Should Have College degree preferred. Ability to be hybrid out of Pasadena office Minimum 1 year office or administrative experience and/or training required. Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment. Demonstrates excellent time management and organization skills, Dependable, self-motivated, and willing to gain insurance knowledge. #LI-JS1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$55,000-$65,000 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.

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).

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

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.

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.

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.

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.

Travel Stepdown RN Company: Fusion Medical Staffing Job Details Fusion Medical Staffing is seeking a skilled Stepdown RN for a 12-week travel assignment in Anniston, Alabama. 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 #pb7

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.

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 Alabaster, Alabama. 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 #pb7

What You'll Do ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Collaborate with sales staff, both locally and long distance, as well as carrier partners in developing and executing marketing and placement strategies to drive new business growth Generates quotes utilizing carrier online quoting and comparative rating systems and creates professional, detailed proposals per agency standards Enter prospect and underwriting information into the agency management system and maintain organized account files with proper documentation Negotiates account for eligibility and optimum coverage terms with insurance carriers Maintains knowledge of carrier and broker appetites and specialty programs including attending carrier meetings to stay informed of market and rate changes Effectively communicates quoted coverages, costs, and deductibles to producers including identifying and suggesting coverage enhancements and mitigation opportunities Coordinates and issues invoices, certificates of insurance, Broker of Record requests, auto ID cards, communication with mortgages, filings, and binders Assists in providing a seamless transition from marketing to assigned servicing team Manage day-to-day relationships with carrier partners and assist in building long-term partnerships Assists in upholding company appetite and standards while building relationships with producers and contributing to their success Provides technical expertise and strategic guidance to sales staff as needed Attends client or prospect meetings as requested to provide technical support Strives to help meet or exceed agency and department goals and deadlines including assisting other team members as needed Serves as a mentor and subject matter expert by providing guidance to other associates as well as assisting with onboarding and training of new employees. Nurtures close knit relationships with Producers by demonstrating excellent written and oral communication skills. Executes High Net Worth and Ultra High Net Worth accounts flawlessly while being the main point person for strategy and direction on the account. Maintains an open mind on each account to execute an appropriate option for the producer and insured. Demonstrates the ability to drum up complex and strategic solutions for IMA Select's top tier prospects. Finalizes large accounts in a timely manner while setting realistic expectations with the producer to keep the insured informed REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Ability to analyze insurance quotes and make recommendations 5 Years or more of experience with Personal Insurance Knowledge of policy forms and endorsements Math skills and familiarity with ratios, percentages, discounts, and commissions Ability to prioritize and multitask in a fast-paced environment while responding to requests in a timely, accurate, and friendly manner Excellent critical thinking and problem-solving skills Time management skills with the ability to meet deadlines and quick turnaround demands Strong computer proficiency Willing to work overtime if necessary due to the cyclical nature of business Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$61,600.76-$86,241.06 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.

The Team Lead, Client Executive is a strategic leadership role within the Employee Benefits department. This position is responsible for leading a high-performing team while also serving as a senior-level client executive. The role requires a balance of operational oversight, team development, and direct client engagement. The ideal candidate will demonstrate advanced industry knowledge, emotional intelligence, and a commitment to excellence in service delivery and team performance. Key Responsibilities Team Leadership & Oversight Lead and manage a team of individual contributors and/or managers. Oversee team performance, including time and attendance, performance reviews, and employee relations. Drive retention of team members and the team's book of business through effective leadership, engagement, and strategic client management. Ensure clarity of team goals, delegation of responsibilities, and efficient workflow. Prioritize and distribute workload across the team to ensure balance and efficiency. Provide mentorship, coaching, and professional development opportunities. Support team members with overflow work and complex client issues. Promote a culture of collaboration, accountability, and continuous learning. Participate in the hiring, onboarding, and training of new team members. Ensure compliance with FLSA standards and employment laws. Client Executive Responsibilities Serve as a strategic advisor and primary contact for select clients. Support team members in client-facing activities including renewals, escalations, and strategic planning. Collaborate with producers to develop retention strategies and identify new business opportunities. Maintain strong relationships with clients, carriers, and vendor partners. Ensure exceptional internal and external client service delivery. Function as a subject matter expert and resource for complex client needs. Operational & Strategic Duties Engineer and manage efficient team workflows and service delivery processes. Ensure proper utilization of agency management systems (e.g., EPIC, Smartsheets). Contribute to department initiatives and operational improvements. Support prospecting efforts and contribute to business development. Drive profitability through effective team and client management. Attend company meetings, client meetings, carrier functions, and industry events. Actively participate in Employee Benefits initiatives and cross-functional projects. Qualifications College degree preferred. 7-10 years of experience in the Employee Benefits industry, including leadership and client management roles. Active Life & Health License required. Advanced knowledge of Employee Benefits products, services, and market trends. Strong technical skills: Microsoft Office (Advanced Excel), EPIC, Smartsheets. Completed Rembrandt review or equivalent leadership assessment. Demonstrated ability to lead teams, manage client relationships, and drive results. High integrity, emotional intelligence, and adaptability in a fast-paced environment. Work Environment & Physical Demands Fast-paced, multi-tasking professional environment. Frequent computer use; ability to sit for extended periods. Occasional lifting of office materials (up to 10 lbs). Moderate noise level typical of office settings. Local travel required; occasional overnight travel may be necessary. #LI-JS1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$125,000-$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.

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.

What You'll Do * Client data entry into agency management system for updated applications * Use Indio for renewal process and other processes * Issue or oversee the issuance of certificates of insurance and the renewal process * Issue evidence of property insurance, automobile ID cards, and order change requests * Upload Insured's Policies into EPIC, Passport and arrange for mailing, if applicable upon request by client * Per Client Manager instructions, transmittal memos, request loss runs, order WC claim status, and request experience modification worksheet * Update proposal drafts where assistance is needed by Client Manager * Follow up on cancellation and reinstatement notices * Update suspense and follow-up on activities for second request if needed * Attach e-mails to Epic * Check and process endorsements and audits * Policy pre-checking * Online rating and premium finance agreements * Invoice endorsements, audits, and other items as instructed * Process routine mail as instructed * Handle routine phone calls and provide coverage on phones when Client Manager is unavailable * Special projects, word processing, and Excel as instructed You Should Have * Minimum 1 year office or administrative experience and/or training required * Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment * Dependable, self-motivated, and willing to gain insurance knowledge * Ability to represent the organization to clients in a professional and courteous manner * Ability to multi-task and transition from one responsibility to another in a positive and energetic manner * Strong written and verbal communication skills * Demonstrated ability to manage time, prioritize, and work independently #LI-JS1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range $62,000-$68,000 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.

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 Develops pathways to effectively monitor and analyze State & Federal regulations impacting employee benefits. Creates summary communications of regulatory actions to provide internal and external customer education and serves as a liaison with external employee benefit legal resources to secure opinions and clarifications of regulatory guidance as needed. Leads the development of technical tools, visual aids, and recorded presentations to assist Benefit service teams and clients with benefit compliance needs. Creates tools and aids focused on precise and effective methods, facilitating efficient communications and practical application for regulatory compliance. Primary oversight of internal compliance resource systems accessed by Benefit service teams Monitors, researches, and responds to internal and external customer compliance inquiries Assists in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team and serve as a liaison with IMA marketing and legal team Provides new benefit associate and ongoing benefit service team training for compliance related topics. Provides training support in partnership with employee benefits operations team for service team training related to workflows and processes to ensure achievement of quality standards, which may include travel throughout the year to other markets Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services. Attends national events as appropriate. REQUIRED EXPERIENCE AND SKILLS include but are not limited to: 5-10 years of similar experience Four-year college degree or equivalent work experience Ability to perform well under pressure, on multiple work streams, and with tight deadlines Strong attention to detail Advanced Excel and PowerPoint skills Strong written and verbal communications #LI-RH1 The anticipated posting timeline for this opportunity is 05/29/2025 - 11/13/2025. If this role is hired in Los Angeles County, CA the following applies: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$130,000-$195,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

What You'll Do: Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company's culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with! With this in mind, we've crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates. As an intern, your time will be 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 Pasadena office, under a flexible 4 days in office and 1 day work from home. Daily responsibilities will include: * Understanding Employee Benefits: Learning about different types of employee benefits, including health insurance, ancillary plans, wellness programs, and other perks. * Client Communication: Supporting the team in drafting benefits brochures, benefit education presentations, or other communications to clients regarding their benefits options and updates. * Benefits Administration: Understanding the processes involved in administering employee benefits, including enrollment, claims processing, and compliance. * Meeting Preparation: Aiding in the preparation for client meetings or presentations, including gathering relevant materials and creating presentations. * Project Management: Participating in projects related to benefits planning, implementation, or evaluation, which can enhance organizational and time-management skills. * Interpersonal Skills: Building interpersonal skills through interactions with clients, colleagues, and vendors, which is essential for working in a team-oriented environment. * Regulatory Knowledge: Gaining insight into laws and regulations governing employee benefits, such as the Affordable Care Act (ACA), Employee Retirement Income Security Act (ERISA), and COBRA. 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.

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager's focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact: * Client Management, Client Service, Client Accounting, Carrier & Wholesaler Relationship and Corporate Citizenship: * At the direction of the Producer or Account Executive, participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering * Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. * Provide support in drafting exposure gathering information, loss exhibits, submissions, and proposals. * Obtain loss run or policy documentation directly from a carrier website as needed. * Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE. * Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking * Submitting and managing changes to the carrier per the client's request * Update the system of record to properly reflect conversations, communications, and policy documentation * Processing of monthly, quarterly, or annually audits and monthly reports as received * Handling contract reviews that are not complex in nature * Claims management: instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims. * Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing * Responsible for request for invoice on an agency bill policy within the corporate guidelines * Communication with the Client and Producer when there is an Aged A/R issues * Generate the request to return funds to the client as appropriate * Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc. Successful Candidates Will Have: * 2+ Years of experience in a Property & Casualty brokerage environment * Knowledge of Property & Casualty business * Ability to follow process and procedures guidance * Analytical and problem-solving abilities * Ability to display tact and poise under pressure when working through issues * Good communication, interpersonal, and negotiation skills * Ability to work efficiently in teams * Hold an active P&C Insurance License or any/all licenses as required by the Company Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: $115,000.00 - $130,000.00 Annual 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.

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 Birmingham, Alabama. 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 #pb6

Role: Responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for all accounts in the individual's book of business. This position is responsible for a large volume of assigned business. Sales aptitude and qualities required. Essential Functions & Responsibilities: Develop and maintain proactive communication level with clients, production staff and other associates. This includes handling client and/or insurance company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution. Participate in preparation of new and renewal submissions and obtain underwriting information. Develop a service plan tailored to client's needs and coordinate the services of other IMA departments (Risk Management, Claims, Surety, Benefits, etc). Conduct periodic coverage and risk reviews to ensure the adequacy of the client's program design. Develop sales of new or additional lines of coverage or services on existing accounts. Participate in developing marketing strategy for renewals and new business including cultivating and maintaining good communication with insurance markets. Responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy. Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards. Attend education classes, seminars, workshops, etc., in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers. Actively support the department by participating in the completion of all duties required to complete a project and service an account. Performance Measurements: Complete all duties in accordance with IMA workflow standards. Treat clients, company personnel and associates with respect and courtesy. Attain professional designation in insurance programs such as AU, CPCU, ARM, etc. Travel as required. Knowledge, Skills and Abilities: Five years to ten years of similar or related experience. Equivalent to a college degree. The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Bachelor's Degree and/or over 5 years of commercial insurance sales, management, training experience required. Excellent written and oral communication skills required. Mathematical abilities and reasoning skills necessary. Ability to interpret insurance documents is required. Property and casualty license required for state of business. Must fulfill continuing education requirements to retain license. #LI-JS1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$110,000-$135,000 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.