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Manage RFPs, renewals, and underwriting analysis for self-funded and fully insured employee benefit plans. Negotiate with carriers and provide data-driven recommendations to clients to align with their financial goals.
Requirements
Requires 4+ years of related experience and proficiency in MS Office, with a preference for a bachelor's degree. Candidates must obtain and maintain a Life and Health license.
Full job description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interacts professionally and timely with internal and external clients via email, phone and in-person
Marketing/RFPs:
Prepares and manages RFP for all self-funded TPA and stop losssubmissions to market with ClientExecutive direction
Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
Renewals:
Initiates review of fully insured medical, and self-funded TPA andstoploss renewals, including plans, cost,contributions and contract terms
Provides recommendations to client regarding renewal analysis
Partnership & Negotiation
Negotiates with carriers based on client’s targeted goals
Maintains ongoing relationships with carrier and vendor partners
Underwriting & Analysis:
Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
Provides underwriting cost projections for self-funded medical/Rx, dental, and vision products.
Develops and communicates self-funded IBNP analysis to client
Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
Reporting:
With minimal guidance, analyzes data for inconsistencies and trends
Provides a written and oral summary of findings to Client Executive
Builds and customizes reports to fit client needs
Presentation:
Prepares client presentations and presentsinfront of client with provided direction from Client Executive
Training & Mentorship
Provides mentorship to analysts and performs technical review of work
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
4+years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficiency with MS Office Suites
Attains Life and Health license & maintains through continuing education requirements
Limited travel required (less than 25%)
Understands concepts of underwriting and actuarial computations
Analyzes and interprets data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handles confidential information with tact and discretion
#LI-JS1
Salary Range
$75,000—$113,000 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.
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
2020-2023 Business 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 Top Work 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 Top Work 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-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.
Related keywords
Employee BenefitsTPAStop LossSelf-Funded MedicalUnderwritingActuarial ComputationsIBNP AnalysisGeoAccess AnalysisLife and Health LicenseBenchmarkingFinancial ConsultingRisk Funding Structures
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients.
At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success.
What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results.
At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive.
Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
Offices: 1705 17th St., Suite 100, Denver, CO 80202, US · Centura Tower, 14185 Dallas Pkwy #800, Dallas, TX 75254, US · 51 Corporate Woods, 9393 W. 110th St. #600, Overland Park, KS 66210, US · 830 E Douglas Ave, Suite 400, Wichita, Kansas 67202, US · Pittsburgh, PA, US
How many Finance & Accounting jobs are open in Quinte West, Canada right now?
There are currently 131 open finance & accounting positions in Quinte West, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Quinte West, Canada?
Companies currently hiring include Gusto, Tract Capital Management, Globe Life American Income Division: AO Organization, IMA Financial Group, Inc., Enova International, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Quinte West, Canada?
Yes — 64 of the 131 open finance & accounting positions offer remote or hybrid work (20 remote, 44 hybrid).
How do I apply for Finance & Accounting jobs in Quinte West, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.