Sr. Analyst, Employee Benefits

What You Will Do

• Interact professionally and timely with clients via email, phone and in-person
• Prepare RFPs for all ASO and fully insured submissions to market with Account Executive direction
• Collect, manage, and review proposals
• Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation
• Request renewals for all lines of coverage
• Initiate review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive
• Provide recommendations to Account Executive
• Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive
• Negotiate with carriers based upon targeted goals from Account Executive
• Provide underwriting of all medical/Rx, dental, vision, life, and disability plans and provide IBNR to client
• Serve as subject matter expert on underwriting and financial reporting, as well as stop loss contract provisions
• Maintain ongoing relationships with carrier and vendor partners
• With minimal guidance, analyze data for inconsistencies and trends
• Provide a written and oral summary of findings to Account Executive
• Build and customize reports to fit client needs
• Prepare client presentations and present to clients with provided direction from Account Executive
• Provide mentorship to analyst and perform technical review of work
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

You Should Have

• Bachelor’s Degree with an emphasis in Math, Statistics, or Finance preferred
• Proven experience as an Analyst or similar role in the employee benefits brokerage industry for 5+ years required
• Attain and maintain applicable state Life and Health License in accordance with IMA standards
• Proficient in using Microsoft Office suite with advanced skill in using Excel spreadsheet calculations
• Understand concepts of underwriting and actuarial computations
• Ability to analyze, interpret, and present financial and statistical data compiled through various sources to facilitate decision making
• Effectively organize and manage multiple projects while meeting time sensitive deadlines
• Ability to be firm and persuasive when needed, while maintaining positive working relationships
• Handle confidential information with tact and discretion

The anticipated posting timeline for this opportunity is 11/21/2024-12/21/2024.

#LI-Remote

Salary Range

$70,000—$95,000 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, Health Club Reimbursement, 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. 

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. 

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