- Supports and demonstrates IMA's core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Works with Shareholder Relations Manager and equity platform vendor to assure accuracy and completeness of IMA shareholder ownership records (purchases, sales, basis, transfers, etc.)
- Assists with tracking termed shareholders and provides Shareholder Relations Manager with quarterly term details
- Creates term notices and completes liquidation requests forms to go out quarterly
- Assists with IMA's shareholder cap table, including administration of ASPP, LTIP and redemptions
- Assists with maintenance of IMA Central Shareholder Relations site, including all plans, updates, FAQ's, etc.
- Assists with communications with all shareholders details of ASPP, LTIP and redemptions
- Become proficient in all agency management systems, and other technology tools
- Perform special projects as needed
- 4 year college degree required
- Highly organized with the ability to prioritize
- Detail oriented
- Strong analytical skills
- Self-starter
- Flexible and adaptable
- Proficiency with Microsoft products required (specifically Excel)
- Oral and written communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks
- Ability to work independently and as part of a team
- Trustworthy, especially as it relates to maintaining the confidentiality of information
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.
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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, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development 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.
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 2021-2022 Inc. 5000's List of Fastest Growing Companies
- 2022 Kansas City Business Journal's Best Places to Work
- 2021-2022 Los Angeles Business Journal's Best Places to Work
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Denver Business Journal's Best Places to Work
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Utah Business Best Companies to Work for in Utah
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
- 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2021 Wichita Business Journal's Fastest Growing Companies List