Senior Benefits Coordinator

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Well-Being Stipend

Job summary

IMA Financial Group, Inc. is looking for an Employee Benefits Senior Benefits Associate in Pasadena, California. This entry-level position provides essential support to Client Management teams by addressing internal service requests related to employee benefits. Responsibilities include preparing administrative materials, supporting client meetings, and collaborating with the team to ensure service efficiency. The role requires strong communication skills and a detail-oriented mindset, with benefits offering an annual performance bonus, and more.

Qualifications

• Detail-oriented and organized, eager to grow within employee benefits.
• Ability to interpret data and support problem-solving.
• Experience handling internal service requests.

Responsibilities

• Respond to internal service requests from teams.
• Prepare administrative materials and client communication.
• Support client meetings and prepare logistics.
• Maintain accurate records in internal systems.

Skills

Excellent verbal and written communication skills

Strong analytical skills

Working knowledge of Microsoft Office

Time management and organizational skills

Dependable and self-motivated

Collaborative mindset

Education

High school diploma or equivalent

Associate or bachelor’s degree (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Employee Benefits Senior Benefits Associate

provides essential in-house support to Client Management teams by handling internal service requests related to employee benefits. This entry-level role is ideal for someone who is detail-oriented, organized, and eager to grow within the employee benefits industry. The Benefits Associate works under the guidance of the Employee Benefits Support Supervisor, cross‑collaborates with the Client Management team, and contributes to the overall efficiency and quality of service delivery.

Essential Duties and Responsibilities

• Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion.
• Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries.
• Create, update, and format client‑facing communication materials, including benefit guides, strategic presentations, and compliance documents.
• Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures).
• Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies.
• Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials.
• Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials.
• Compile benchmarking data to support client benefit comparisons and strategic planning.
• Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet.
• Conduct peer reviews of client materials to ensure accuracy and consistency.
• Generate and maintain internal reports to track client activity, service requests, and project timelines.
• Handle routine inquiries and internal communications professionally and efficiently.
• Support special projects and ad hoc assignments as needed.
• Collaborate with internal departments and external partners to resolve issues and improve workflows.
• Participate in training sessions and team meetings to enhance knowledge and contribute to team development.

Supervisory Responsibilities

This job has no supervisory responsibilities.

What We're Looking For

• A high school diploma or equivalent is required; an associate or bachelor’s degree is preferred but not required.
• Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders.
• Strong analytical skills with the ability to interpret data, identify trends, and support problem‑solving efforts.
• Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
• Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast‑paced environment.
• Dependable, self‑motivated, and eager to learn and grow within the employee benefits and insurance industry.
• A collaborative mindset and a respectful, team‑oriented approach to work.

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: $50,000 USD - $60,000 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&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.

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.