Employee Benefits Sales Underwriting Analyst
Company: IMA Financial Group
Location: Dallas
Posted on: October 23, 2024
Job Description:
What You Will Do
- Support benefit producers during the sales process with
understanding prospective client data and providing 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
- Take lead in client presentation 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
You Should Have
- 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
The anticipated posting timeline for this opportunity is
08/22/2024-09/28/2024.
#LI-AB1Compensation & 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.
Keywords: IMA Financial Group, Mansfield , Employee Benefits Sales Underwriting Analyst, Accounting, Auditing , Dallas, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...