IMA Financial Group
Account Manager, Employee Benefits
IMA Financial Group, Denver, Colorado, United States, 80285
What You'll Do
Maintain regular, professional contact to create and foster relationships with client representatives
Research and resolve issues and requests in a timely manner, including issues requiring direct interactions
Answer questions related to benefits program
Conduct reviews and works to provide guidance on compliance related matters
Assist in and prepare materials and collateral for meetings and discussions
Actively participate in discussions
Record and report meeting discussion and action items
Carrier and vendor management
Oversee new vendor/carrier implementations
Review carrier, vendor, and plan documents and contracts
Maintain regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Work with clients to develop short and long-term employee communication objectives
Create member facing collateral pieces to promote and clarify benefit program features
Lead in-person, virtual, and telephonic sessions to provide information and plan details to participants
Use regular interactions to update clients on carrier and vendor partner features and services
Actively participate and contribute to client service team operations
Effectively communicate client updates to appropriate team members
Assist with other team duties as needed - i.e., position vacancy, cover personal time off, etc.
You Should Have
Minimum 2 years of experience servicing a mid-market book of business within the retail insurance brokerage industry
Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
Ability to learn and work in agency/client management systems and other related software and technology platforms
Attain and maintain state life and health license in accordance with IMA standards
Intermediate interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner
Demonstrate critical thinking and problem solving
Ability to present information in a group setting (in person and virtually)
Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
Possesses high degree of diplomacy and tact while maintaining confidentially
The anticipated posting timeline for this opportunity is 10/03/2024-11/03/2024.Salary Range $55,000—$80,000 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, 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.
Maintain regular, professional contact to create and foster relationships with client representatives
Research and resolve issues and requests in a timely manner, including issues requiring direct interactions
Answer questions related to benefits program
Conduct reviews and works to provide guidance on compliance related matters
Assist in and prepare materials and collateral for meetings and discussions
Actively participate in discussions
Record and report meeting discussion and action items
Carrier and vendor management
Oversee new vendor/carrier implementations
Review carrier, vendor, and plan documents and contracts
Maintain regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Work with clients to develop short and long-term employee communication objectives
Create member facing collateral pieces to promote and clarify benefit program features
Lead in-person, virtual, and telephonic sessions to provide information and plan details to participants
Use regular interactions to update clients on carrier and vendor partner features and services
Actively participate and contribute to client service team operations
Effectively communicate client updates to appropriate team members
Assist with other team duties as needed - i.e., position vacancy, cover personal time off, etc.
You Should Have
Minimum 2 years of experience servicing a mid-market book of business within the retail insurance brokerage industry
Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
Ability to learn and work in agency/client management systems and other related software and technology platforms
Attain and maintain state life and health license in accordance with IMA standards
Intermediate interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner
Demonstrate critical thinking and problem solving
Ability to present information in a group setting (in person and virtually)
Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
Possesses high degree of diplomacy and tact while maintaining confidentially
The anticipated posting timeline for this opportunity is 10/03/2024-11/03/2024.Salary Range $55,000—$80,000 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, 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.