Associate Financial Strategist

Requirements

• Basic financial modeling and analytical skills
• Understanding of self‑funded and level‑funded benefit plans
• Knowledge of funding models and carrier dynamics
• Proficiency with Excel and benefits‑related analytical tools
• COMPETENCIES & TRAITS:
• Demonstrates strong analytical thinking and attention to detail
• Applies a consultative mindset when supporting financial strategy discussions
• Communicates technical and financial concepts clearly
• Commitment to continuous learning
• #LI-JS1
• Salary Range
• $60,000 - $70,000 USD
• 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

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA's core values Demonstrates proficiency in Client Associate responsibilities with an emphasis on financial strategy and analytics Independently executes core financial and analytical tasks in support of client renewals and ongoing service Supports Financial Strategists with complex financial and claims analysis Performs stop-loss modeling and supports stop-loss marketing efforts Produces contribution modeling and renewal financial analysis Develops and maintains self-funded claims reporting and utilization reports Prepares financial exhibits and analysis for renewal and marketing presentations REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Bachelor's degree required 3+ years of relevant experience Active Life & Health Insurance License

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