Associate Financial Consultant - Employee Benefits

48 minutes ago
Full-time
Junior
Operations
IMA Financial Group

IMA Financial Group

IMA Financial Group is an integrated financial services provider that specializes in asset protection for a diverse client base, while also focusing on making a positive impact in the communities it serves.

Insurance
1K-5K
Founded 1974

Description

  • Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
  • Execute claims reporting, data warehouse reporting, utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
  • Support Financial Strategists with complex analytics and client deliverables.
  • Facilitate renewal presentation meetings.
  • Conduct market research and funding analysis to inform strategic recommendations.
  • Mentor junior analysts and lead small projects as needed.

Requirements

  • Active Life & Health License.
  • Bachelor’s degree.
  • 3+ years of relevant experience.
  • Basic financial modeling experience.
  • Understanding of funding models and carrier dynamics.
  • Core understanding of self-funded plans.
  • Analytical thinking.
  • Strategic thinking.
  • Coaching and knowledge-sharing mindset.
  • Attention to detail and commitment to operational excellence.

Benefits

  • Salary range of $62,000 to $93,000 USD.
  • Annual performance bonus.
  • Stock purchase opportunity.
  • Medical, prescription drug, dental, and vision coverage.
  • 401(k) retirement plan.
  • Paid time off, paid holidays, and sabbatical.
  • Flexible work options.
  • Well-being stipend and personal/professional development support.

Interested in this position?

Apply directly on the company website

Apply Now

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