83 applicants

Company

IMA Financial Group, Inc. · 5 hours ago

Employee Benefits Member Advocate

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Answer incoming emails and calls from, perform outreach to, and build rapport with client representatives and individual members to discuss their questions and issues

Conduct research and use problem solving techniques to identify issues, root causes, and possible solutions – this includes communicating with providers, insurance carriers, and plan administrators

Set expectations for time-sensitive follow-ups, how the issue/question will be managed, and appropriate possible outcomes

Log and document member conversations, follow-ups, and resolutions

Collaborate with IMA service team members to ensure best outcomes and consistent communication

Escalate issues when appropriate to ensure appropriate resolution is achieved

Maintain client information and materials needed to support member inquiries and issue resolution

Run reports and analyze data to track utilization, note outstanding issues, and identify opportunities to improve service model for members

Lead client onboarding calls to introduce member service capabilities, learn about existing coverage and carriers, and set appropriate expectations for clients and internal service team

Assist manager with reviewing service standards, issue tracking tools, and other metrics to ensure advocacy program continues to provide value to IMA clients and their members and improvements are made when needed

Support and demonstrate IMA’s core values

Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Employee benefits experienceInsurance industry knowledgeInsurance contracts interpretationBilingual English & SpanishSoftware systems utilizationConflict management

Required

High School Diploma or equivalent

Minimum 3 years of employee benefits experience and working knowledge of insurance industry and/or terminology

Ability to read, analyze, and interpret insurance contracts and plan documents

Attain and maintain applicable state Life and Health License in accordance with IMA standards

Consistent track record of delivering excellent customer service

Excellent organizational skills

Demonstrated ability to learn and efficiently utilize software systems

Possess high degree of tact and ability to manage difficult situations

Ability to work effectively in a fully remote setting free from distractions required

Preferred

Bilingual English & Spanish speaking strongly preferred

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

1,001-5,000 employees