[Remote] Financial Consultant - Employee Benefits

Note The job is a remote job and is open to candidates in USA. IMA Financial Group, Inc. is a recognized leader in the financial consulting industry, and they are seeking a Financial Consultant specializing in Employee Benefits. The role involves leading strategic financial consulting for employee benefit plans, managing RFP processes, and providing analysis and recommendations to clients. Responsibilities 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 Leads complex technical work and strategic financial consulting regarding employee benefit plans Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management Drives local process improvements and supports innovation Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive 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 Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms Leads recommendations to client regarding renewal analysis Utilizes actuarial models to assess changes to risk and plan structure Negotiates with carriers based on client’s targeted goals Maintains ongoing relationships with carrier and vendor partners Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis Provides and communicates 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 With minimal guidance, analyzes data for inconsistencies and trends Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost Builds and customizes reports to fit client needs Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts Provides mentorship to analysts and performs technical review of work Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met Skills 6+ 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 Benefits 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 Company Overview 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. It was founded in 1974, and is headquartered in Denver, Colorado, USA, with a workforce of 1001-5000 employees. Its website is http//www.imacorp.com.

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