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Account Analyst II

4 months ago

Wichita, United States IMA Financial Group Full time

IMA's Employee Benefits Team is seeking an Analyst II to join our Wichita Market team This position plays a pivotal part in employee benefits marketing and request for proposal process, renewals, third party partnerships and consultations, and underwriting, data analysis.

Responsibilities include but are not limited to:

  • Prepare request for proposals (RFP) for all administrative services only (ASO) and fully insured submissions to market with direction
  • Collect, lead, and review proposals
  • Update marketing results in Excel to ensure accuracies for internal use and client presentations
  • Request renewals for all lines of coverage and ensure target renewal release dates are met by carriers
  • Review all plans, cost, and contract terms within renewal based on information provided
  • Provide recommendations and work closely with Account Executives in discussions with carriers
  • Establish relationships with carrier and vendor partners
  • Conduct analysis of benchmarking, contributions, network disruption, and GeoAssess and lead outsourcing and ensure reporting needs are met
  • Perform underwriting for dental and vision plans
  • Update monthly claim's report for clients and provide summary of findings
  • Build custom financial and utilization reports when needed
  • Maintain and apply appropriate systems for job functions as determined by department
  • Effectively manage multiple projects while meeting timelines
  • Handle confidential information with tact and discretion
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences:

  • 3+ years of similar or related experience required
  • Bachelor's degree preferred
  • Proficient with MS Office Suites with intermediate skills required
  • Attain Life and Health license within first 30-90 days of employment, unless already licensed, required
  • Limited travel required (less than 25%)
  • Experience in underwriting, financial analysis, or actuarial computations required

#LI-AS1

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, Health Club Reimbursement, 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.

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 claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

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. And 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

  • 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

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

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.