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IMA Financial Group, Inc. · 1 day ago

Learning and Development Team Lead

Salt Lake City, UT

Full-time

Hybrid

Mid Level

3+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking a Learning and Development Team Lead. The role involves managing a team of Client Coordinators, overseeing training processes, maintaining client relationships, and ensuring effective communication and collaboration with internal and external stakeholders.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Responsibility for managing team of Client Coordinators

Responsibility for all Workflow/Process Training of new and existing coordinators, including building, refining, and tracking training processes and results

Mentors Client Coordinators, being readily available to answer questions and give guidance

Collaborates with Director of Account Management on job aids, day-to-day team workflow, training gaps, and performance of team

Maintains regular, professional contact to create and foster relationships with client representatives

Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions

Answers questions related to benefits program

Conducts reviews and works to provide guidance on compliance related matters

Assists in and prepares materials and collateral for meetings and discussions

Actively participates in discussions

Records and reports meeting discussion and action items

Oversees new vendor/carrier implementations

Reviews carrier, vendor, and plan documents and contracts

Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner

Works with clients to develop short and long-term employee communication objectives

Creates member facing collateral pieces to promote and clarify benefit program features

Leads in person, virtual, and telephonic sessions to provide information and plan details to participants

Uses regular interactions to update clients on carrier and vendor partner features and services

Actively participates and contributes to client service team operations to meet deadlines

Effectively communicates client updates to appropriate team members and maintain task management system

Qualification

Insurance experienceMS Office SuiteState lifeHealth licenseClient serviceTeam managementCommunication skillsMentoringProblem-solving

Required

3-5 years or more of similar or related experience preferred in insurance

Strong computer proficiency required

Experience with MS Office Suite required (specifically Outlook, Word, and Excel, InDesign)

Attains and maintains state life and health license in accordance with IMA standards

Limited travel required (less than 25%)

Preferred

Bachelor's degree preferred or equivalent experience

Benefits

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees