Employee Benefits Sales Underwriting Analyst - IMA Financial Group

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.

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