IMA Financial Group, Inc. · 2 hours ago
Benefits Coordinator
Pasadena, CA
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $50K/yrIMA Financial Group, Inc. is a recognized leader in the employee benefits industry, seeking a Benefits Coordinator. This role provides essential support to Client Management teams by handling internal service requests related to employee benefits, ensuring timely and accurate task completion while contributing to the overall efficiency of service delivery.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion
Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries
Create, update, and format client-facing communication materials, including benefit guides, strategic presentations, and compliance documents
Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures)
Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies
Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials
Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials
Compile benchmarking data to support client benefit comparisons and strategic planning
Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet
Conduct peer reviews of client materials to ensure accuracy and consistency
Generate and maintain internal reports to track client activity, service requests, and project timelines
Handle routine inquiries and internal communications professionally and efficiently
Support special projects and ad hoc assignments as needed
Collaborate with internal departments and external partners to resolve issues and improve workflows
Participate in training sessions and team meetings to enhance knowledge and contribute to team development
Qualification
Required
A high school diploma or equivalent is required
Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders
Strong analytical skills with the ability to interpret data, identify trends, and support problem-solving efforts
Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast-paced environment
Dependable, self-motivated, and eager to learn and grow within the employee benefits and insurance industry
A collaborative mindset and a respectful, team-oriented approach to work
Preferred
An associate or bachelor's degree is preferred but not required
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
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase