Financial Analyst

ESSENTIAL JOB RESPONSIBILITIES:

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Interact professionally and timely with clients via email and phone
• MARKETING/RFPs
• Prepares RFP for all fully insured submissions to market with Account Executive guidance
• Collect and manage proposals
• Update marketing results into spreadsheet to be reviewed by Account Executive
• RENEWALS
• Request renewals for all lines of coverage
• Responsible to ensure target renewal release dates are met by carriers
• Initial review of all fully insured lines of coverage preparing for Account Executive review
• PARTNERSHIP & NEGOTIATION
• Take direction from Account Executive in all negotiations
  with carriers
• Build relationship with carrier and vendor partners
• REPORTING
• Manage outsourcing and ensure reporting needs are met
• Update monthly claims report for clients
• SYSTEMS/TECHNOLOGY
• Maintain & utilize appropriate systems for job functions as determined by department

REQUIRED EXPERIENCE AND SKILLS:

• Up to 2 years of similar or related experience
• Prefer college graduate, 2-year degree or equivalent experience
• Proficient with MS Office Suites with intermediate skills required
• Attain Life and Health license & maintain through continuing education requirements
• Limited travel required (less than 25%)
• Analyze and interpret data
• Effectively manages multiple projects while meeting timelines
• Handle confidential information with tact and discretion
• Excellent organizational and reasoning skills

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

• Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• Connecticut Top Work Places
• Inc. 5000's List of Fastest Growing Companies
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Kansas City Business Journal's Best Places to Work
• Charlotte Business Journal's Best Places to Work
• Los Angeles Business Journal's Best Places to Work
• The Salt Lake City Tribune Top Work Places
• Puget Sound Business Journal's Washington's Best Workplaces
• Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 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.