Account Specialist - Global Benefits

IMA Financial Group, Inc.; Overland Park (KS); On-site; USD 53,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Job summary

A financial services organization located in Overland Park is seeking a candidate proficient in MS Office and experienced in supporting international employee benefits. Responsibilities include assisting with marketing data collection, creating client-facing materials, and scheduling training logistics. This role offers a salary range of $53,000 to $70,000, alongside a comprehensive benefits package.

Qualifications

• Experience with MS Office products required, specifically PowerPoint, Outlook, Word, and Excel.
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile.
• Limited travel required (less than 10%).

Responsibilities

• Assist with marketing and data collection process for coverage lines.
• Create client-facing sales materials and training documents.
• Support scheduling for training opportunities.

Skills

MS Office products

Data collection

Communication skills

Client-facing skills

Education

Associate’s or Bachelor’s degree

Job description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
• Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
• Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
• Assists with scheduling and logistics for training opportunities for all market offices
• Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
• Assists with communicating binding instructions for international EB and P&C programs
• Responsibility for EPIC account review and data entry for accounts
• Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
• Responsibility for policy and information entry of reverse flow accounts for partner data systems

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
• Limited travel required (less than 10%)
• Associate’s or Bachelor’s degree preferred or equivalent experience

Salary Range: $53,000 USD - $70,000 USD

Benefits include 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.

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.