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EBS, an IMA Company, is an employee benefits broker located in Newton, MA. The Benefit Analyst (BA) is an entry level position with a career path in benefit consulting or another area within the organization. The Benefit Analyst assists the Employee Benefit Consulting Team in the day-to-day needs of EBS clients. Typical functions include but are not limited to sending new business and renewal quote requests to insurance carriers, creating, editing, and completing spreadsheets used in the renewal and new business process, and maintaining our customer relationship management system. Other duties include, but are not limited to:

• Prepare marketing spreadsheets as directed by Consulting Team with carrier information for review with clients. Compare marketing results and flag discrepancies/disruption in plan design.
• Download experience reports from carrier websites, analyze/summarize trends in the claims experience, flag areas of concern, and create monthly reports and narrative to share with client. Communicate these trends in meetings when applicable.
• Analyze reports to create budgets, utilization tables, and charts in excel to include in meeting presentations and year-round touch points with clients.
• Prepare annual census/demographic analysis, flagging gaps in insurance and future trends based on results.
• Oversee evaluation and implementation of new plans and programs, assisting clients with paperwork and product overview/installation calls.
• Assists Consulting Team with preparation of client presentations, including claims review presentations, mid-year reviews, renewal, and post-renewal presentations.
• Actively participate in client meetings when necessary.
• Receive, research, and answer client questions. Assist in escalating employee claims issues when necessary.
• Build and maintain relationships with carrier contacts.
• Work collaboratively with Consulting Team to develop strategic direction of EBS clients.
• Update/document renewal plan information in internal database system as well as assist in the onboarding and offboarding of clients.
• Gather and review Summary Plan Descriptions and Schedule A's for 5500 filing.
• Prepare annual benchmarking reports and share with clients.
• Prepare open enrollment and year-round communications such as benefit summaries, guides, employee meeting presentations, memos, etc. Proof benefit information in communication materials created by marketing department.
• Attend and assist with Open Enrollment meetings.
• Attend implementation meetings when required.
• Attend carrier meetings and training sessions.

Knowledge, Skills & Abilities:

• Personable, highly motivated and goal oriented.
• Interest in employee benefits.
• Effectively manages multiple projects while meeting deadlines.
• Excellent organizational and follow-up skills.
• Excellent customer service skills.
• Handle confidential information with tact and discretion.
• Proficient with MS Office Suites with intermediate skills required, advanced excel preferred.
• MA Health & Accident license preferred. If unlicensed, license must be obtained within 90 days of hire.

Education

• Bachelor's degree preferred.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

#LI-RH1

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.

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, Health Club Reimbursement, 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.

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.