ROLE DESCRIPTION: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.
ESSENTIAL JOB DUTIES include but are not limited to:- 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 STRENGHTS AND TRAITS but are not limited to:- Consultative ability
- Continuous learning
- Negotiation
- Service orientation
QUALIFICATIONS:- 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
#LI-JS1
Compensation & BenefitsBeing 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. 
