Employee Benefits Financial Consultant

Requirements

• Active Life & Health License
• Bachelor's degree
• 4+ years relevant experience
• Proficiency with self-funded plans
• Focus on accuracy via peer reviews
• Knowledge of market trends in funding and pricing
• Proficiency in technical analysis
• #LI-JS1
• Compensation & Benefits
• *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.

Benefits

Additional Information

Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self‑funded and level‑funded clients. This role translates complex financial data into client‑ready insights and begins representing the Financial Strategy function in client discussions. ESSENTIAL JOB DUTIES include but are not limited to: Proficient in and demonstrates ownership in technical analytics and client deliverables. Communicates technical analysis to clients. Completes IBNR and claims projections with minimal oversight. Consults on stop-loss programs and funding strategies for self-funded clients. Produces strategic financial modeling for client renewals. Supports financial negotiations with carriers and vendors. Begins driving process improvements with financial analytics workflows. Reviews data entry from junior associates and may mentor Client Associates pursuing Financial Strategist track. key strengths and traits include but are not limited to: Consultative ability Continuous learning Negotiation Service orientation

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