Associate Financial Strategist

IMA Financial Group; Brattleboro (VT); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group is seeking a Financial Analyst to support benefit strategy through analytics, reporting, and modeling. You will perform claims projections, benchmarking, renewal analysis, and partner with senior Financial Strategists on client deliverables and strategic recommendations.

This remote-friendly role prefers candidates in IMA's Northeast market (NH, VT, MA, ME) and requires 3+ years of relevant experience, foundational financial modeling skills, and knowledge of self-funded

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment.
• 3+ years of relevant experience.
• Foundational financial modeling skills.
• Understanding of funding models and carrier dynamics.
• Working knowledge of self-funded health plans.

Responsibilities

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
• Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Skills

Foundational financial modeling

Funding models

Self-funded health plans

Analytical and strategic thinking

Education

License eligibility: Life & Health within 90 days

Job description

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. This role performs claims projections, benchmarking, renewal analysis, and other financial reporting while continuing to build technical expertise. The position also partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location Preference: This role offers remote flexibility, with a preference for candidates located within IMA's Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

Essential responsibilities include, but are not limited to:

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
• Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Key Strengths and Traits

• Strong analytical and strategic thinking skills
• Advanced analytical capabilities
• Strong attention to detail and commitment to quality assurance
• Focus on operational excellence and accuracy
• Coaching and knowledge-sharing mindset with an interest in supporting the growth of others

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment
• 3+ years of relevant experience
• Foundational financial modeling skills
• Understanding of funding models and carrier dynamics
• Working knowledge of self-funded health plans

Salary Range

$65,000-$70,000 USD

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
• Well-Being Stipend
• Personal and Professional Development

*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

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

• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work

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.

Change makers. Employee owners.

We're hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.