Associate Financial Consultant - Employee Benefits

Benefit Strategy

Supports benefit strategy through foundational financial analytics, reporting, and modeling. Executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing to client deliverables under guidance from senior strategists.

Essential Job Duties

• Performs core financial analytics in support of benefit strategy, renewals, and client decision-making.
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilitates renewal presentation meetings.
• Conducts market research and funding analysis to support strategic recommendations.
• May mentor junior analysts and lead small projects.

Qualifications

• Active Life & Health License
• Bachelor’s degree
• 3+ years relevant experience
• Basic financial modeling
• Understanding of funding models + carrier dynamics
• Core understanding of self-funded plans

Pay

$62,000 USD - $93,000 USD

Compensation & Benefits

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. 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.

Why Join IMA?

• We’ve built a reputation for putting our associates first.
• We work in teams. We sell in teams. We win and prosper as a team.
• We provide support systems and resources that enable each of our associates to focus on what they do best.
• 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.
• We are recognized nationally as a leader in our industry.