AssociateFinancialStrategist

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Demonstrates proficiency in Client Associate responsibilities with an emphasis on financial strategy and analytics Independently executes core financial and analytical tasks in support of client renewals and ongoing service Supports Financial Strategists with complex financial and claims analysis Performs stop-loss modeling and supports stop-loss marketing efforts Produces contribution modeling and renewal financial analysis Develops and maintains self-funded claims reporting and utilization reports Prepares financial exhibits and analysis for renewal and marketing presentations REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Bachelor’s degree required 3+ years of relevant experience Active Life & Health Insurance License Skills: Basic financial modeling and analytical skills Understanding of self‑funded and level‑funded benefit plans Knowledge of funding models and carrier dynamics Proficiency with Excel and benefits‑related analytical tools COMPETENCIES & TRAITS: Demonstrates strong analytical thinking and attention to detail Applies a consultative mindset when supporting financial strategy discussions Communicates technical and financial concepts clearly Commitment to continuous learning #LI-JS1 Salary Range $60,000—$70,000 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, Acc