Associate Financial Strategist (Employee Benefits)

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking a skilled analyst to support benefit strategy via foundational financial analytics, reporting, and modeling. The role involves claims projections, benchmarking, and renewal analysis while building proficiency and delivering client work under senior guidance.

The candidate will perform core financial analytics for renewals, contribute to data-driven decision making, participate in market research, and potentially mentor junior analysts on small projects.

Qualifications

• Bachelor’s degree required.
• Active Life & Health License required.
• 3+ years relevant experience.
• Basic financial modeling.
• Understanding of funding models and carrier dynamics.
• Core understanding of self-funded plans.

Responsibilities

• Performs core financial analytics in support of benefit strategy, renewals, and client decision-making.
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilities renewal presentation meetings.
• Conducts market research and funding analysis to support strategic recommendations.
• Mentors junior analysts and leads small projects.

Skills

Analytical thinking

Financial modeling

Funding models knowledge

Self-funded plans understanding

Education

Bachelor's degree

Active Life & Health License

Job description

Supports benefit strategy through foundational financial analytics, reporting, and modeling. This role executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing to client deliverables under guidance from senior strategists.

ESSENTIAL JOB DUTIES include but are not limited to:

Supports benefit strategy through foundational financial analytics, reporting, and modeling. This role executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing to client deliverables under guidance from senior strategists.

ESSENTIAL JOB DUTIES include but are not limited to:

• Performs core financial analytics in support of benefit strategy, renewals, and client decision‑
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop‑loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilities renewal presentation meetings
• Conducts market research and funding analysis to support strategic recommendations.
• May mentor junior analysts and lead small projects.

Key strengths and traits include but are not limited to:

• Analytical thinking
• Strategic thinking
• Coaching + knowledge-sharing mindset; supports the growth of others
• Advanced analytics
• Quality assurance; attention to detail + operational excellence

Qualifications:

• Active Life & Health License
• Bachelor’s degree
• 3+ years relevant experience
• Basic financial modeling
• Understanding of funding models + carrier dynamics
• Core understanding of self‑funded plans

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range: $75,000 USD - $90,000 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, 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.

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

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

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.