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IMA Financial Group, Inc. · 2 hours ago

Employee Advocate

Salt Lake City, UT

Full-time

Hybrid

Entry Level

1+ years exp

IMA Financial Group, Inc. is an expanding company known for putting associates first. The Employee Advocate role involves supporting the core values of the company, handling escalated claim issues, and assisting team members during open enrollment while ensuring compliance with relevant regulations.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Handles escalated claim issues for all clients timely and efficiently

Able to document all interactions with members via internal processes

Able to participate in client meetings such as health fairs and open enrollment

Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols

Able to develop an understanding of benefit policies and can educate members on how their plans work

Assists CM team during open enrollment to answer member questions

Understands HIPAA and communicates with members in compliant methods

Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person

Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail

Supports Employee Advocate Lead, Client Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner

Performs special projects as assigned

Qualification

HIPAA complianceMS Office SuiteClient interactionEnrollment systemsTeam supportDiversityInclusionAttention to detail

Required

Strong computer proficiency required

Experience with MS Office Suite required (specifically Outlook, Word, Excel, and InDesign)

Limited travel required (less than 25%)

Preferred

1-2 years or more of similar or related experience preferred

Bachelor's degree preferred or equivalent experience

Benefits

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees