Financial Strategist - Employee Benefits
About the role
Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self-funded and level-funded clients. This role translates complex financial data into client-ready insights and begins representing the Financial Strategy function in client discussions.
Responsibilities
- Proficient in and demonstrates ownership in technical analytics and client deliverables.
- Communicates technical analysis to clients.
- Completes IBNR and claims projections with minimal oversight.
- Consults on stop-loss programs and funding strategies for self-funded clients.
- Produces strategic financial modeling for client renewals.
- Supports financial negotiations with carriers and vendors.
- Begins driving process improvements with financial analytics workflows.
- Reviews data entry from junior associates and may mentor Client Associates pursuing Financial Strategist track.
Key strengths and traits
- Consultative ability
- Continuous learning
- Negotiation
- Service orientation
Requirements
- Active Life & Health License
- Bachelor’s degree
- 4+ years relevant experience
- Proficiency with self-funded plans
- Focus on accuracy via peer reviews
- Knowledge of market trends in funding and pricing
- Proficiency in technical analysis
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
- Well-Being Stipend
- Personal and Professional Development
Why join us
We’ve built a reputation for putting our associates first. As an integral part of an entrepreneurial, expanding company, you’ll develop lasting relationships, earn competitive benefits, plus claim part ownership. Our unique ownership business model makes working at IMA appealing.
We work in teams, sell in teams, and win as a team. We provide support systems and resources that enable each associate to focus on what they do best. As an independent company based in the Midwest, we’re big enough to write business worldwide and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry:
- 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
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska