IMA Financial Group, Inc. · 6 hours ago
Compliance Analyst, National Employee Benefits
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Responsibilities
Help maintain the IMA compliance deliverable standard throughout all U.S. markets by educating our internal stakeholders
Build and improve IMA compliance brand in all U.S. markets to bolster networking opportunities
Responsible for client facing activities as necessary, to include answering compliance questions and conducting compliance checklist reviews
Work closely with IMA teams to manage compliance-related activities
Work with Compliance Practice Leader to implement processes to help markets build a compliance deliverable
Provide guidance to IMA teams and clients, as needed
Assist in identifying areas needing improvement and partner with market leaders to implement new workflows, as necessary
Work with Marketing to ensure IMA compliance content is uploaded to internal sites
Lead initiatives to bolster the IMA Mineral platform as directed by the Compliance Practice Leader
Stay up to date with Mineral products and services
Monitor relevant statutes and regulations
Collaborate with National Compliance Leader to develop strategies or processes to attract new business
Support the Compliance team on overflow projects as necessary which might include authoring blogs, developing video content, and creating scripts for content
Answer compliance questions both internal and external, as necessary
Organize internal sites to keep all information updated
Qualification
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Required
Minimum 5 years of EB experience within the retail insurance brokerage industry
Proficient with Microsoft Office products (specifically PowerPoint, Outlook, Word, and Excel)
Ability to learn and work in agency/client management systems and other related software and technology platforms
Attain and maintain state life and health license in accordance with IMA standards
Strong analytical skills with the ability to interpret data, trends, and solve complex scenarios
Passion for learning and teaching others
Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
Possesses high degree of diplomacy and tact while maintaining confidentiality
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.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
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