Associate Financial Strategist (Employee Benefits)

IMA Financial Group

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

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

Responsibilities

  • Perform core financial analytics to support benefit strategy and client decisions
  • Execute claims reporting, data warehouse utilization, and contribution modeling
  • Support Financial Strategists on complex analytics and client deliverables
  • Facilitate renewal presentation meetings
  • Conduct market research and funding analysis for strategic recommendations
  • Mentor junior analysts and lead small projects

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Comprehensive medical, dental, and vision plans
  • Family Assistance Program
  • Flexible work options and paid time off
  • Paid holidays and sabbatical opportunities
  • Personal and professional development programs
Full Job Description
Supports benefit strategy through foundational financial analytics, reporting, and modeling. This role executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing to client deliverables under guidance from senior strategists.
ESSENTIAL JOB DUTIES include but are not limited to:
  • Performs core financial analytics in support of benefit strategy, renewals, and client decision-
  • 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.
  • Facilities renewal presentation meetings
  • Conducts market research and funding analysis to support strategic recommendations.
  • May mentor junior analysts and lead small projects.
Key strengths and traits include but are not limited to:
  • Analytical thinking
  • Strategic thinking
  • Coaching + knowledge-sharing mindset; supports the growth of others
  • Advanced analytics
  • Quality assurance; attention to detail + operational excellence
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

#LI-JS1

Salary Range

$75,000-$90,000 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.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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