IMA Financial Group Jobs Hiring Now
IMA Financial Group is hiring for 37 open roles on Migrate Mate as of August 31, 2026, concentrated in business development and business strategy, with listed salaries up to about $225,000. Migrate Mate updates IMA Financial Group's live openings daily. IMA Financial Group is an insurance and financial services firm offering commercial insurance, employee benefits consulting, and risk management solutions to businesses and private clients.
Find IMA Financial Group JobsOverview
IMA Financial Group hiring data on Migrate Mate, as of August 31, 2026.
- Open jobs
- 37
- Top team
- Business Development
- Seniority
- Mid to senior level
- Work type
- 14% remote or hybrid
- Top location
- Dallas
- Salary range
- $50,000–$225,000
Listed salaries for IMA Financial Group roles on Migrate Mate range from about $50,000 to $225,000 per year across 37 open roles, as of August 31, 2026.
Open Roles at IMA Financial Group
Showing 25 of 37+ IMA Financial Group jobs
Position Summary
The AI Enablement Analyst / Senior Analyst will accelerate AI adoption across IMA Advisors and help shift the division from ad hoc use to a governed, scalable, AI model.
This role partners with business leaders and subject matter experts to identify high-value opportunities for AI enablement, develop practical AI solutions that enhance productivity, improve decision-making, and increase operational scalability.
The role combines hands-on AI development, data readiness, business analysis, project management, and process improvement. The AI Enablement Analyst / Senior Analyst will identify and prioritize AI use cases, develop AI agents and workflow automations, support data quality and knowledge management initiatives, and support implementation efforts to drive adoption and measurable business value across the division.
This position is ideal for an analytical and technically curious professional who enjoys building solutions and collaborating across a diverse set of stakeholders.
Key Responsibilities
AI Opportunity Identification & Prioritization
- Serve as an AI advisor to leaders across the various business units of the division
- Facilitate stakeholder interviews and discovery sessions to uncover business challenges and identify opportunities for AI enablement.
- Analyze business processes and workflows to identify opportunities for automation and augmentation with leading AI solutions.
- Evaluate and prioritize AI use cases based on business value, feasibility, implementation effort, and adoption readiness.
- Maintain the division's AI opportunity intake process, prioritization framework, implementation backlog, and roadmap.
- Support the development of business cases and recommendations for AI investments and implementation decisions.
AI Solution Development
- Design, build, test, deploy, and maintain AI agents, copilots, workflow automations, and related AI-enabled solutions.
- Configure solutions using Microsoft Copilot Studio, Power Platform, Power Automate, and other approved enterprise technologies.
- Develop prompts, agent instructions, knowledge repositories, and supporting assets to maximize solution effectiveness.
- Support integrations between AI solutions, business systems, and data sources where appropriate.
- Collaborate with IT, Compliance, and business stakeholders to ensure adherence to governance and enterprise standards.
- Monitor solution effectiveness and continuously improve functionality, usability, and adoption.
Data Readiness & Knowledge Management
- Assess data quality, information architecture, and knowledge sources required to support AI-enabled solutions.
- Support data cleansing and standardization efforts that improve AI performance and business outcomes.
- Support efforts to create reliable, well-organized sources of information for AI consumption.
Required Qualifications
Education
- Bachelor's degree in Information Systems, Computer Science, Analytics, Engineering, or a related field.
Experience
- 2-4 years of professional experience in technology, analytics, product management, consulting, or a related field.
- Experience building AI agents, workflow automations, or low-code applications.
- Experience with Microsoft 365 information architecture, Microsoft Copilot, Copilot Studio, Power Automate, Power Apps, Power Platform, or similar technologies.
- Experience with Python, APIs, data integrations, scripting, or automation development.
- Familiarity with business intelligence, data analysis, and reporting tools.
- Familiarity with data cleansing, data governance, information management, or knowledge management initiatives.
- Familiarity with gathering and documenting business requirements and translating business needs into practical solutions.
- Experience supporting projects involving multiple stakeholders.
- Experience analyzing business processes and identifying opportunities for improvement.
Knowledge, Skills & Abilities
- Strong analytical, critical thinking, and problem-solving skills.
- Technical aptitude and ability to build solutions using AI and automation platforms.
- Strong understanding of AI governance concepts, including human review, approved tools, data privacy, confidentiality, source grounding, hallucination risk, bias awareness, and output validation.
- Ability to translate ambiguous business needs into structured workflows, requirements, and reusable AI-enabled processes.
- Ability to define and track success metrics for AI-enabled workflows, including adoption, efficiency, quality, risk reduction, and business value.
- Ability to operate effectively in a regulated or compliance-sensitive environment.
- Strong written, verbal, and presentation skills.
- Demonstrated initiative, curiosity, and willingness to learn emerging technologies.
- Strong attention to detail and commitment to quality.
Travel Requirements
- Ability to travel periodically to support stakeholder engagement, process discovery, training, workshops, and AI implementation efforts across business units and office locations.
Compensation
- Title and compensation will be determined based on relevant experience
The anticipated posting timeline for this opportunity is 8/27/2026 - 9/27/2026.
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.
Position Summary
The AI Enablement Analyst / Senior Analyst will accelerate AI adoption across IMA Advisors and help shift the division from ad hoc use to a governed, scalable, AI model.
This role partners with business leaders and subject matter experts to identify high-value opportunities for AI enablement, develop practical AI solutions that enhance productivity, improve decision-making, and increase operational scalability.
The role combines hands-on AI development, data readiness, business analysis, project management, and process improvement. The AI Enablement Analyst / Senior Analyst will identify and prioritize AI use cases, develop AI agents and workflow automations, support data quality and knowledge management initiatives, and support implementation efforts to drive adoption and measurable business value across the division.
This position is ideal for an analytical and technically curious professional who enjoys building solutions and collaborating across a diverse set of stakeholders.
Key Responsibilities
AI Opportunity Identification & Prioritization
- Serve as an AI advisor to leaders across the various business units of the division
- Facilitate stakeholder interviews and discovery sessions to uncover business challenges and identify opportunities for AI enablement.
- Analyze business processes and workflows to identify opportunities for automation and augmentation with leading AI solutions.
- Evaluate and prioritize AI use cases based on business value, feasibility, implementation effort, and adoption readiness.
- Maintain the division's AI opportunity intake process, prioritization framework, implementation backlog, and roadmap.
- Support the development of business cases and recommendations for AI investments and implementation decisions.
AI Solution Development
- Design, build, test, deploy, and maintain AI agents, copilots, workflow automations, and related AI-enabled solutions.
- Configure solutions using Microsoft Copilot Studio, Power Platform, Power Automate, and other approved enterprise technologies.
- Develop prompts, agent instructions, knowledge repositories, and supporting assets to maximize solution effectiveness.
- Support integrations between AI solutions, business systems, and data sources where appropriate.
- Collaborate with IT, Compliance, and business stakeholders to ensure adherence to governance and enterprise standards.
- Monitor solution effectiveness and continuously improve functionality, usability, and adoption.
Data Readiness & Knowledge Management
- Assess data quality, information architecture, and knowledge sources required to support AI-enabled solutions.
- Support data cleansing and standardization efforts that improve AI performance and business outcomes.
- Support efforts to create reliable, well-organized sources of information for AI consumption.
Required Qualifications
Education
- Bachelor's degree in Information Systems, Computer Science, Analytics, Engineering, or a related field.
Experience
- 2-4 years of professional experience in technology, analytics, product management, consulting, or a related field.
- Experience building AI agents, workflow automations, or low-code applications.
- Experience with Microsoft 365 information architecture, Microsoft Copilot, Copilot Studio, Power Automate, Power Apps, Power Platform, or similar technologies.
- Experience with Python, APIs, data integrations, scripting, or automation development.
- Familiarity with business intelligence, data analysis, and reporting tools.
- Familiarity with data cleansing, data governance, information management, or knowledge management initiatives.
- Familiarity with gathering and documenting business requirements and translating business needs into practical solutions.
- Experience supporting projects involving multiple stakeholders.
- Experience analyzing business processes and identifying opportunities for improvement.
Knowledge, Skills & Abilities
- Strong analytical, critical thinking, and problem-solving skills.
- Technical aptitude and ability to build solutions using AI and automation platforms.
- Strong understanding of AI governance concepts, including human review, approved tools, data privacy, confidentiality, source grounding, hallucination risk, bias awareness, and output validation.
- Ability to translate ambiguous business needs into structured workflows, requirements, and reusable AI-enabled processes.
- Ability to define and track success metrics for AI-enabled workflows, including adoption, efficiency, quality, risk reduction, and business value.
- Ability to operate effectively in a regulated or compliance-sensitive environment.
- Strong written, verbal, and presentation skills.
- Demonstrated initiative, curiosity, and willingness to learn emerging technologies.
- Strong attention to detail and commitment to quality.
Travel Requirements
- Ability to travel periodically to support stakeholder engagement, process discovery, training, workshops, and AI implementation efforts across business units and office locations.
Compensation
- Title and compensation will be determined based on relevant experience
The anticipated posting timeline for this opportunity is 8/27/2026 - 9/27/2026.
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.
Job Roles at IMA Financial Group
Working at IMA Financial Group
IMA Financial Group's 37 open roles are mid to senior level, and about 14% are remote or hybrid. The most active teams are business development, business strategy, and communications. IMA Financial Group is an insurance brokerage and financial services firm that serves commercial, private client, and employee benefits customers. Its teams include account executives, client managers, financial consultants, and operations specialists working across commercial lines, benefits, and claims. Most IMA Financial Group roles are based in Dallas, with some in Pasadena and Wichita.
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Browse jobs by roleIMA Financial Group Jobs: Frequently Asked Questions
How many jobs is IMA Financial Group hiring for right now?
IMA Financial Group is hiring for 37 open roles on Migrate Mate as of August 31, 2026, updated daily, concentrated in business development and business strategy. Positions span account management, financial consulting, claims, and client services across commercial lines and employee benefits practices.
What kinds of roles does IMA Financial Group hire for?
The most active teams are business development, business strategy, and communications. IMA Financial Group hires across commercial insurance account management, employee benefits consulting, financial planning and analysis, client executive, and claims management functions. The firm also recruits for technology and operations roles such as AI enablement. Most postings are mid to senior level.
Are IMA Financial Group jobs remote or in-person?
Mostly on-site. About 14% of IMA Financial Group's open roles on Migrate Mate are remote or hybrid as of August 31, 2026, with the rest based in Dallas. Each IMA Financial Group listing shows its work location so you can filter before applying.
How do I apply to a job at IMA Financial Group?
Find an IMA Financial Group role on Migrate Mate, then follow the listing through to IMA Financial Group's own careers page to complete the application. IMA Financial Group manages its own hiring process, including interviews and offers, directly with candidates.
What do IMA Financial Group jobs pay?
Listed salaries for IMA Financial Group roles on Migrate Mate range from about $50,000 to $225,000 per year as of August 31, 2026, with most postings at mid to senior level. Exact pay is set by IMA Financial Group and shown on each listing.
Does IMA Financial Group hire entry-level?
Most of IMA Financial Group's open roles on Migrate Mate are mid to senior level as of August 31, 2026. Entry-level openings are limited. Check individual IMA Financial Group listings for stated experience requirements.
Where is IMA Financial Group hiring?
Most IMA Financial Group roles are based in Dallas, with some in Pasadena and Wichita, and about 14% offer remote or hybrid work as of August 31, 2026. Migrate Mate shows the location on each listing.