IMA Financial Group, Inc.

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer. • Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework. • Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations. • Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy. • Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts. • Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs. • Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies. • Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME). • Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

• 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 • 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 • 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 • Provides new benefit associate and ongoing benefit service team training for compliance related topics • Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Owns and administers enterprise Salesforce application with some direction • Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions • Provides Tier 1 and 2 Salesforce Application Support including but not limited to: user set up, managing fields and layouts, automation, integration and troubleshooting • Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales process in conjunction with business partners • Provides direction to IT Support regarding Salesforce

• Execute a range of standard and ad hoc analytical projects using SQL, Python, Excel, and Power BI, applying structured problem-solving approaches to meet business needs with minimal guidance. • Research, hypothesize, and develop analytical approaches to identify, analyze, and interpret trends and patterns in complex datasets. • Translate analytical problem statements and data requirements into scalable analytical deliverables, including the development, automation, standardization, and maintenance of reports, dashboards, analyses, and supporting datasets. • Analyze and interpret data using a range of analytical techniques, including descriptive, diagnostic, and predictive methods. • Apply data validation, quality checks, and analytical best practices to ensure outputs are accurate, reproducible, and fit for purpose. • Design and deliver clear data visualizations and technical summaries that support effective data storytelling and interpretation. • Create technically accurate, executive ready presentations and slide decks that communicate analytical results, assumptions, limitations, and implications of findings. • Document and communicate analytical findings, assumptions, and limitations to technical and non-technical audiences as appropriate. • Partner with stakeholders and analytics teammates to clarify analytical objectives, validate assumptions, and deliver technically sound analytics solutions that support business decisions. • Contribute to the advancement of IMA’s data culture through collaboration, knowledge sharing, and effective use of analytics in decision-making.

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Interacts professionally and timely with clients via email, phone, and in-person • Maintains a proactive approach focusing on claim strategies and resolutions • Advocates for the timely, optimal resolution of claim matters for our clients • Communicates pertinent claim information timely to internal and external clients • Maintains strong relationships with internal and external clients • Subject matter knowledge and expertise associated with the Energy industry (e.g. Oil & Gas, Renewables, Power Generation). • Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc. • Develops strong working knowledge of IMA computer systems/programs • Assists Claim Manager with claim staff onboarding, training and development • Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc. • Leads and contributes to Claim Projects, and other tasks as assigned • Attends insurance related seminars including but not limited to continuing education classes

Title: Account Executive - National Real Estate Location: Denver, CO Job Description: IMA is seeking an Account Executive to join our growing National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work. Responsibilities for this role include, but are not limited to: - Support in winning new business and set up of new accounts - Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents - Prepare for and facilitate meetings with key IMA stakeholders and clients - Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals - Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services - Develop and maintain carrier relationships - Manage a book of business greater than $1.3 million in revenue - 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels - 10% + of time is spent supporting producers in winning new business - Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy - Structure a strong, long-term partnership with assigned clients - Offer client and internal team management and coaching as appropriate - Work closely with internal ancillary teams to ensure client and company success - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates Required skills and experiences: - Experience in insurance or related industry based on the assigned book of business required - Ability to think strategically based on client’s priorities and marketplace cycle - Strong written and verbal communication skills - Ability to delegate and hold team and partners accountable - Experience working within Applied Epic preferred - Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) - Travel up 20-25% of the time, depending on the location of the role - Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions - Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.) - Attain and maintain professional designation or license – Property & Casualty insurance license, within the first 30-90 days of hire - Holds formal specialty designation preferred (ARM, CPCU, Industry specific designation, etc.) #LI-AG1 The anticipated posting timeline for this opportunity is 04/3/2026-5/3/2026. Salary Range $111,000—$190,000 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, Well-Being Stipend, 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.

• Independently design, develop, and maintain enterprise Power BI reports and dashboards that clearly communicate complex data in an intuitive and actionable format. • Create visually effective, user-friendly reporting experiences using Power BI features such as bookmarks, drill-through pages, tooltips, and conditional formatting. • Develop, enhance, publish, and maintain reports, dashboards, datasets, report schedules, and workspace configurations within Power BI Service. • Design and optimize data models, DAX measures, and calculations to support accurate, performant, and scalable reporting solutions. • Define, document, and promote Power BI development standards and data visualization best practices across the organization. • Monitor and optimize report and dashboard performance to ensure efficient load times and smooth user interactions. • Maintain clear and comprehensive technical documentation covering data sources, transformations, calculations, and report logic. • Conduct thorough testing and validation to ensure data accuracy, troubleshoot issues, and confirm reporting outputs meet defined requirements. • Collaborate with data analysts, data engineers, and other technical partners to understand dependencies, refine requirements, and deliver reliable reporting solutions. • As needed, provide guidance and training to end users to support adoption and enable effective self-service reporting capabilities. • Stay current with Power BI features, platform enhancements, and industry best practices to continuously improve reporting solutions.

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Interacts professionally and timely with internal and external clients via email, phone and in-person • Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards • Interacts with client executives and client managers to ensure work quality across all functions • Participates in and leads national initiatives, including development of tools and templates, documentation, and best practices • Assists with national and local office meetings, communicating information and updates • Leads complex technical work and strategic financial consulting regarding employee benefit plans • Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management • Drives local process improvements and supports innovation • Supports national initiatives to develop and maintain strategic underwriting and financial strategy tool development • Utilizes actuarial modeling tools in support of client work across the local book of business • Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction • Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events • Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation • Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms • Leads recommendations to client regarding renewal analysis • Utilizes actuarial models to assess changes to risk and plan structure • Negotiates with carriers based on client’s targeted goals • Maintains ongoing relationships with carrier and vendor partners • Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis • Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products • Develops and communicates self-funded IBNP analysis to client • Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals • Analyzes data for inconsistencies and trends • Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost • Builds and customizes reports to fit client needs • Prepares client presentations and presents in front of client as part of team with Client Executive, Client Manager, and various subject matter experts • In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development in emerging markets • Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements • Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

• Supports and demonstrates IMA’s core values • Assists in the marketing process, including: • Organizes submission documentation • Prepares submissions for carriers • Negotiating coverage terms and conditions with underwriters • Builds proposals, quotes, and binders • Presents proposals to clients on a case by case basis • Facilitates account servicing needs during the policy year, including issuing binders, processing policies, and ordering endorsements • Communicates concisely and professionally with servicing teams and agents on day-to-day account needs • Supports the Account Executive and Practice leader on special projects, as needed • Maintains organized account files with proper documentation saved in agency management systems

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Manages multiple jurisdictions and multiple lines of business • Works directly with insureds and agencies to provide excellent, high touch service • Thinks critically to evaluate coverage, investigate claims, and negotiate settlements • Maintains highly organized and detailed claims files • Communicates a clear, concise action plan for moving cases to conclusion