About this opportunity
IMA Financial Group, Inc. lists this Financial Consultant - Employee Benefits opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
ESSENTIAL JOB RESPONSIBILITIES
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interacts professionally and timely with internal and external clients via email, phone and in-person
Financial Strategy Leads complex technical work and strategic financial consulting regarding employee benefit plans
Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
Drives local process improvements and supports innovation
Marketing/RFPs Prepares and manages RFP for all self‑funded TPA and stop loss submissions to market with Client Executive direction
Collects, manages, and reviews proposals on self‑funded TPA and stop loss marketing events
Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
Renewals Initiates review of fully insured medical, and self‑funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
Leads recommendations to client regarding renewal analysis
Utilizes actuarial models to assess changes to risk and plan structure
Partnership & Negotiation Negotiates with carriers based on client’s targeted goals
Maintains ongoing relationships with carrier and vendor partners
Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
Provides and communicates underwriting cost projections for self‑funded medical/Rx, dental, and vision products.
Develops and communicates self‑funded IBNP analysis to client
Assesses proper risk and funding structures such as fully insured vs. self‑funded analysis, and presents findings to client to align with client goals
Reporting With minimal guidance, analyzes data for inconsistencies and trends
Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
Builds and customizes reports to fit client needs
Presentation Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
Provides mentorship to analysts and performs technical review of work
Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met
REQUIRED EXPERIENCE AND SKILLS
6+ years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficiency with MS Office Suites
Attains Life and Health license & maintains through continuing education requirements
Limited travel required (less than 25%)
Understands concepts of underwriting and actuarial computations
Analyzes and interprets data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handles confidential information with tact and discretion
Salary Range:
$90,000 USD - $120,000 USD
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&DD
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
Well-Being Stipend
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.
*These benefits do not apply to internship roles.
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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.