IMA Financial Group, Inc.

• Execute basic certificate reviews with low complexity, ensuring accuracy and completeness. • Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI. • Develop effective time management skills to meet deadlines and efficiently prioritize tasks. • Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards. • Performs the essential functions of the role within an IMA office environment 0-50% of the time.

• Conduct on-site and virtual loss control assessments for clients • Evaluate safety practices, equipment, training programs, and operational procedures • Prepare written reports and recommendations for clients. • Assist clients with risk reduction strategies and safety program improvements • Perform worksite safety inspections and operational reviews • Develop online and instructor-led training content for tree care professionals • Create course materials, presentations, videos, assessments, and supporting resources • Assist in the development of leadership, technical skills, and safety curriculum • Support the delivery of training programs through instructors and industry partners • Conduct competency assessments and safety consultations in the field. • Support incident reviews and corrective action planning • Participate in industry events, conferences, and trade shows • Maintain relationships with arborists, contractors, municipalities, and utility clients

• Design, build, and deploy production-grade end-to-end AI solutions, including workflow automation agents, RAG pipelines, and copilots embedded in business workflows, and LLM-driven applications • Translate business needs into technical designs and working products to deliver usable, high-impact solutions, not just proofs of concept • Architect and implement AI-assisted data workflows and agentic systems • Build and maintain LLM-enabled services, prompt frameworks, and coding standards • Develop semantic/context layers ensuring AI outputs align with business logic and data models • Design multi-agent workflows, including human-in-the-loop controls • Make pragmatic tradeoffs to ship quickly while maintaining long-term sustainability • Create scalable patterns for prompt design & orchestration, agent-based workflows, and API integrations & data access • Inform architecture decisions for AI systems balancing speed, security, scalability, maintainability, and cost • Help establish engineering standards and best practices for applied AI across the organization • Establish reusable components, frameworks, and templates to accelerate AI development • Integrate AI automation with enterprise systems, APIs, and data platforms • Evaluate and recommend tooling across the stack (models, frameworks, vector stores, orchestration layers) • Define data requirements and, when needed, build or extend data pipelines to ensure AI systems have reliable, production-ready inputs • Design and implement evaluation frameworks to define and track AI system performance, including task success, accuracy, latency, cost, and business impact; establish feedback loops to continuously improve quality, reliability, and cost-efficacy in production environments • Build guardrails and validation layers to reduce hallucinations, enforce structured outputs, and ensure safe system behavior • Establish monitoring and observability across AI systems (performance, usage, cost, latency, failure modes) • Implement modern engineering practices including CI/CD, versioning, rollback strategies, and automated testing • Ensure solutions meet security, compliance, and governance requirements in a regulated environment • Partner with business leaders, operations & service teams, and product stakeholders to shape use cases and turn them into working solutions • Work closely with AI Enablement to refine workflows and improve adoption • Drive fast iteration cycles, quickly moving from idea to working solution to scaled implementation; iterate solutions based on real user feedback and usage patterns

• Ensure AI tools are consistently used and integrated into daily work, not just explored; Identify and remove barriers to adoption • Deliver enablement at scale, including role-based learning journeys, toolkits, office hours/coaching, and a champion network in partnership with training and operations • Help establish AI COE framework to promote responsible AI use, best practices, training and enablement programs, success metrics, and communication • Partner with training and operations teams to develop role-based enablement across the enterprise (sales, service, ops, leadership) • Equip teams to effectively use AI platforms, Copilot tools, AI agents, and prompt & agent libraries • Provide ongoing support through office hours, coaching, and trainings materials • Reinforce expectations for when and how AI should be used; Ensure responsible AI usage by incorporating governance and guardrails into training, communications, and playbooks • Partner with business and operations teams to roll out AI capabilities and integrate them into daily work. Develop change management strategies and educate teams on AI benefits. • Identify where AI can meaningfully improve workflows, quality, and speed; Help define roles of AI (automate, augment, or escalate) vs human • Ensure AI usage is clear, repeatable, and consistent to shift from manual to AI-assisted workflows • Understand pain points and translate needs into clear, actionable AI use cases; Identify where AI can deliver meaningful workflow improvements and practical impact • Bring structured recommendations to inform prioritization and sequencing of AI efforts • Act as a bridge between business users and AI/product teams to ensure solutions reflect real needs, are adopted, and deliver value; Provide insight into what will drive adoption and proactively identify where solutions are likely to stall • Support business teams in owning outcomes and driving adoption; Ensure success metrics are defined and use data to continuously refine prioritization and enablement strategies • Gather feedback from users on what’s working, where friction exists, and where trust is low • Partner with engineering to improve usability and effectiveness of AI solutions • Continuously refine enablement materials, guidance, and approach • Enable acceptable AI usage, citizen development, and sharing & reuse of AI tools • Track and report AI impact • Share success stories, use cases, best practices, and lessons learned to accelerate adoption across teams.

• 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 and effective resolution of workers’ compensation claims for our clients. • Communicates pertinent claim information timely to internal and external clients • Maintains strong relationships with internal and external clients • Workers’ compensation subject matter expertise with deep knowledge across multiple jurisdictions. • 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

• 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 or specific coverage line knowledge and expertise in Executive Risk (D&O, EPLI, Crime, Cyber) lines of coverage. • 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

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Execute basic certificate reviews with low complexity, ensuring accuracy and completeness. • Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI. • Develop effective time management skills to meet deadlines and efficiently prioritize tasks. • Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards. • Performs the essential functions of the role within an IMA office environment 0-50% of the time.

• Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services. • Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business. • Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals. • Supports in winning new business through development of insurance program for new accounts. • Develops clients’ 1- to 3-year risk management insurance plan objectives. • Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients. • Identifies with client’s priorities to understand client’s business philosophy, then creates a vision for their insurance program with alignment to their risk management goals. • Prepares for and facilitates meetings with key IMA stakeholders and clients. • Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services. • Develops and maintains carrier relationships. • Manages a book of business that is typically 20 to 30 clients with approximate revenue of $1.7 Million - $2.1 Million. • <10% of book of business revenue is within the Emerging (under $25,000 in revenue) market. • < 40% of book of business revenue is within the middle market ($25,000 - $100,000 in revenue), independent of additional Account Executive oversight. • 50% + book of business focused on large/complex accounts ($100,000+ in revenue). Plays a lead role with large/complex accounts, based on primary industry levels. • 10% + of time is spent supporting producers in winning new business. • Offers client team management/coaching. • Offers internal team management/coaching. • Supports and demonstrates IMA’s core values. • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

• 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