IMA Financial Group

Financial Consultant - Employee Benefits

Bellevue, WA; Portland, OR · Internship

Sponsorship not specified$100k-$120kDetected 6 days ago

NegotiationMentoringPublic SpeakingMicrosoft OfficeActuarial ScienceUnderwriting

About the role

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Supports and demonstrates IMA's core values
Drives local process improvements and supports innovation
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
Leads recommendations to client regarding renewal analysis
Maintains ongoing relationships with carrier and vendor partners
Develops and communicates self-funded IBNP analysis to client
Builds and customizes reports to fit client needs
We provide support systems and resources that enable each of our associates to focus on what they do best.
And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

4+ years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficiency with MS Office Suites
Limited travel required (less than 25%)
Understands concepts of underwriting and actuarial computations
Analyzes and interprets data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handles confidential information with tact and discretion
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work

Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Leads complex technical work and strategic financial consulting regarding employee benefit plans
Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
Being a part of IMA has its benefits.
When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.
These benefits do not apply to internship roles.
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.