- Manage the analysis process of employee benefit plans for an assigned book of business.
- Market health insurance plans and related products by requesting proposals from insurance carriers.
- Extract technical information from benefit summaries and contracts.
- Collect renewals and scrutinize for accuracy.
- Illustrate benefit summaries/rates for fully insured and level funded current and proposed plans in spreadsheets for client presentations.
- Prepare contribution models on an as needed basis.
- Prepare benefit models on an as needed basis.
- Download and enter experience reports.
- Complete experience reports on a consistent and timely basis.
- Forecast renewal projections for benefit plans.
- Develop and maintain strong vendor relationships. Stay up-to-date on market changes, new plans, and the latest developments.
- Maintain internal and external client relationships.
- Provide peer review support to the department.
- Maintain client files in compliance with PSF standards.
- Actively participate in oral interviews with prospective clients, as needed.
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- 1-2 years of experience at a carrier, brokerage or consulting firm preferred.
- Maintain a high degree of professionalism to the marketplace, industry, and prospective and current clients.
- Strong, working knowledge of Microsoft Excel , Word and Outlook.
- Experience with alternative funding preferred but not required.
- Familiarity of Washington insurance markets and products preferred.
- Attend industry events and educational opportunities to keep knowledge fresh and up to date.
- Client presentation skills are required.
- Some travel may be involved.
- Obtain or maintain current life and disability insurance license within 60 days of hire.
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.
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 hiring range for this position is $55,000 - $65,000. While this is the targeted range, 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.
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.
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 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 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
- 2021 Wichita Business Journal’s Fastest Growing Companies List
