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Company

IMA Financial Group, Inc. · 8 hours ago

Sr. Analyst, Employee Benefits

Denver, CO

Full-time

Remote

Senior Level

$70K/yr - $95K/yr

5+ years exp

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Responsibilities

Interact professionally and timely with clients via email, phone and in-person

Prepare RFPs for all ASO and fully insured submissions to market with Account Executive direction

Collect, manage, and review proposals

Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation

Request renewals for all lines of coverage

Initiate review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive

Provide recommendations to Account Executive

Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive

Negotiate with carriers based upon targeted goals from Account Executive

Provide underwriting of all medical/Rx, dental, vision, life, and disability plans and provide IBNR to client

Serve as subject matter expert on underwriting and financial reporting, as well as stop loss contract provisions

Maintain ongoing relationships with carrier and vendor partners

With minimal guidance, analyze data for inconsistencies and trends

Provide a written and oral summary of findings to Account Executive

Build and customize reports to fit client needs

Prepare client presentations and present to clients with provided direction from Account Executive

Provide mentorship to analyst and perform technical review of work

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 Brokerage ExperienceUnderwriting KnowledgeFinancial AnalysisExcel ProficiencyHealth LicenseData AnalysisDegree in MathStatistical Data InterpretationProject Management

Required

Proven experience as an Analyst or similar role in the employee benefits brokerage industry for 5+ years required

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

Proficient in using Microsoft Office suite with advanced skill in using Excel spreadsheet calculations

Understand concepts of underwriting and actuarial computations

Ability to analyze, interpret, and present financial and statistical data compiled through various sources to facilitate decision making

Effectively organize and manage multiple projects while meeting time sensitive deadlines

Ability to be firm and persuasive when needed, while maintaining positive working relationships

Handle confidential information with tact and discretion

Preferred

Bachelor’s Degree with an emphasis in Math, Statistics, or Finance 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