Employee Benefits Sales Underwriting Analyst

Company: IMA Financial Group
Location: Dallas
Posted on: October 23, 2024

Job Description:

What You Will Do

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• 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
  
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  • 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
    
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    • 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, Fort Worth , Employee Benefits Sales Underwriting Analyst, Accounting, Auditing , Dallas, Texas