Financial Consultant - Employee Benefits

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Interact s professionally and timely with internal and external clients via email , phone and in-person Marketing/RFPs: Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction Collect s , manage s, and review s proposals on self-funded TPA and stop loss marketing events Update s marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation Renewals: Initiate s review of fully insured medical , and self-funded TPA and stop l oss renewals , including plans, cost , contributions and contract terms Provide s recommendations to client regarding renewal analysis Partnership & Negotiation Negotiate s with carriers based on client’s targeted goals Maintain s ongoing relationship s with carrier and vendor partners Underwriting & Analysis: P r ovides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis Provide s underwriting cost projections for self-funded medical/Rx, dental, and vision products. Develops and communicates self-funded IBN P analysis to client Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals Reporting: With minimal guidance, a nalyze s data for inconsistencies and trend s Provide s a written and oral summary of findings to Client Executive B uild s and customize s reports to fit client needs Presentation: Prepare s client presentation s and present s i n front of client with provided direction from Client Executive Training & Mentorship Provides mentorship to analysts and performs technical review of work REQUIRED EXPERIENCE AND SKILLS include but are not limited to: 4+ years of similar or related experience Prefer college graduate, 4 -year degree or equivalent experience Proficiency with MS Office Suites Attain s Life and Health license & maintain s through continuing education requirements Limited travel required (less than 25%) U nderstand s concepts of underwriting and actuarial computations Analyze s and interpret s data Effectively manages multiple projects while meeting timelines Ability to be firm and persuasive when needed, while maintaining good relationships Handle s confidential information with tact and discretion #LI-JS1 Salary Range $75,000 — $113,000 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. This role is eligible for the following: 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus clai…