Employee Benefits Sales Underwriting Analyst

4 days ago

Chicago, Illinois, United States IMA Financial Group Full time
Job Summary

This role is responsible for supporting benefit producers during the sales process by providing data-driven plan management solutions. The ideal candidate will have a strong understanding of complex funding arrangements, including self-funded, level-funded, and fully insured plans.

Key Responsibilities
  • Support benefit producers with data-driven plan management solutions
  • Conduct audits and data forensics on prospective client data
  • Produce and communicate self-funded feasibility studies, financial and claims analysis, benchmarking and other analytics and underwriting functions for prospective clients
  • Lead client presentations of financial discussions, present findings in prospective client meetings, and communicate data findings and opportunities to prospective buyers
  • Interact professionally and timely with internal and external clients via email, phone and in-person
  • Assist National Data and Insights Practice Lead and National Sales Lead with developing new go-to-market solutions for prospective clients
  • Create interactive tools for benefits producers to utilize in prospect meetings
  • Participate in national sales calls and producer focus groups, and responds to feedback about go-to-market benefits analytics needs
  • Interact with other members of Data & Insights team to produce tools and content
  • Work with Business Intelligence to develop and maintain reports on book of business and client pipeline data
  • Partner with marketing team to produce data-focused whitepapers and RFP responses
  • Develop effective sales messaging for IMA's analytics capabilities
  • Effectively communicate benefits opportunities to a wide audience, including CFOs and finance professionals, Human Resources professionals, Benefits Producers, and client service teams
  • Train Benefits Producers on self-service analytics tools for unique client situations
  • Maintain existing tools and directories
  • Manage and organize workflow within our emerging markets and between market units
  • Regularly identify opportunities to ensure quality standards, including implementation of best practices and peer review standards
  • Understand various funding strategies and their applicability for different client situations
  • Communicate risk concepts such as risk scores, large claimants, and stop loss risk
  • Evaluate cost containment solutions across markets and funding strategies
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Requirements
  • Bachelor's Degree or equivalent experience
  • Proven experience as a Technical Consultant or Analyst or similar role in the employee benefits brokerage industry for 8+ years required
  • Attain and maintain applicable state Life and Health License in accordance with IMA standards
  • Willing and able to travel 2-3 times per month required
  • Proficient in using Microsoft Office suite, specifically Excel required
  • Must have strong knowledge of all types of complex funding arrangements inclusive of self-funded, level-funded, and fully insured plans
  • Proven experience executing strategic direction of analytic solutions and tools
  • In-depth knowledge of employee benefits programs, insurance products, and industry trends
  • Responsibility for executing the benefit division's strategic direction of analytic solutions and tools
  • Strong analytical (quantitative and qualitative) abilities
  • Ability to identify modifications to existing methodologies and originate new concepts or innovation
  • Responsibility for accuracy of analysis and peer review best practices
  • Ability to perform well under pressure, on multiple work streams, and with tight deadlines
  • Advanced communication and presentation skills
About IMA Financial Group

IMA Financial Group is a leading provider of employee benefits solutions. We are committed to delivering exceptional service and expertise to our clients. Our team of experienced professionals is dedicated to helping clients achieve their goals and objectives.

We offer a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) plan and paid time off. We also offer opportunities for professional development and advancement.

If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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