Client Analyst, Employee Benefits (Bolton) [United States]

 

What You’ll Do:

• Input/amend client, policy, coverage, premium and billing information into the computer system and keep current at all times.
• Maintain and be responsible for expiration log and renewal list.
• Market new and renewal policies as instructed.

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  Process renewals and incidental new business, cancellations and policy changes as instructed.
• Provide Client Executive with new and renewal proposals, coverage summaries and client check lists for presentation to clients.
• Check policy coverages, changes and amendments for accuracy and relevance.
• Provide exceptional internal and external client services.
• Carrier and client contact for routine questions.
• Assist with open enrollment meetings as needed.
• Assist in reconciliation of client accounts as needed.
• Maintain Applied computer system documentation as required by Employee Benefits Department.
• Special projects, word processing and Excel as instructed.
• Adhere to policies and procedures set forth for the Department and Company.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
• Adhere to policies and procedures set forth for the Department and Company.
• Pursue a program for personal and professional development, including educational classes in your specific field and those offered by IMA/Bolton in communication, leadership, corporate language, and other classes as recommended by leaders.

You Should Have::

• 4 year college degree preferred; or 1-2 years related experience and/or training; or equivalent combination of education and experience.
• Active life & health license
• Basic knowledge of Benefits 101 and the ability to read and understand benefits summary.
• Ability to multi-task and transition from one responsibility to another in a positive and energetic manner.
• Strong written and verbal communication skills.
• Demonstrated ability to manage time, prioritize, and work independently.

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.

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 hiring range for this position is $47,000 - $55,000. While this is the targeted range, 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.

• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022 Kansas City Business Journal’s Best Places to Work
• 2021-2022 Los Angeles Business Journal’s Best Places to Work
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
• 2021 Wichita Business Journal’s Fastest Growing Companies List

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