Senior Employee Benefits Financial Strategist

IMA Financial Group, Inc.; Newton (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Flexible Work Options

Paid Time Off

Paid Holidays

Job summary

IMA Financial Group, Inc. in Newton, Massachusetts is seeking a candidate with over 6 years of financial consulting experience. The role involves leading strategic discussions around employee benefit plans, managing proposals, and negotiating with carriers while maintaining positive client relationships. Proficiency in financial analysis and project management is vital. A 4-year degree is preferred, and the position offers a salary range of $90,000 to $120,000 along with comprehensive benefits including a performance bonus and flexible work options.

Qualifications

• Attains Life and Health license & maintains through continuing education requirements.
• Limited travel required (less than 25%).
• Ability to be firm and persuasive while maintaining good relationships.
• Handles confidential information with tact and discretion.

Responsibilities

• Leads complex technical work and strategic financial consulting regarding employee benefit plans.
• Prepares and manages RFPs for self-funded TPA and stop loss submissions.
• Initiates review of fully insured medical and self-funded renewals.
• Negotiates with carriers based on client’s targeted goals.
• Builds and customizes reports to fit client needs.

Skills

6+ years of similar or related experience

Proficiency with MS Office Suites

Understands concepts of underwriting and actuarial computations

Analyzes and interprets data

Effectively manages multiple projects while meeting timelines

Education

4-year degree or equivalent experience

Job description

IMA Financial Group, Inc. in Newton, Massachusetts is seeking a candidate with over 6 years of financial consulting experience. The role involves leading strategic discussions around employee benefit plans, managing proposals, and negotiating with carriers while maintaining positive client relationships. Proficiency in financial analysis and project management is vital. A 4-year degree is preferred, and the position offers a salary range of $90,000 to $120,000 along with comprehensive benefits including a performance bonus and flexible work options.