🛠 Tech Stack

💼 About This Role

You'll support financial strategy and analytics for client renewals and ongoing service at IMA Financial Group. Your work ensures accurate financial modeling, claims reporting, and contribution analysis. This role offers direct involvement in self-funded plans and stop-loss modeling.

🎯 What You'll Do

• Execute financial and analytical tasks for client renewals
• Perform stop-loss modeling and support marketing efforts
• Produce contribution modeling and renewal financial analysis
• Develop self-funded claims reporting and utilization reports

📋 Requirements

• Bachelor’s degree required
• 3+ years of relevant experience
• Active Life Health Insurance License
• Proficiency with Excel and benefits analytical tools

✨ Nice to Have

• Understanding of self-funded and level-funded benefit plans
• Knowledge of funding models and carrier dynamics

🎁 Benefits & Perks

• 💰 Annual Performance Bonus
• 📈 Stock Purchase
• 🏥 Medical Plans including prescription drugs
• 🏖️ Paid Time Off and flexible work options
• 📚 Personal and Professional Development

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Offer

🚩 Heads Up

• Requires insurance license but no mention of support obtaining