IMA Financial Group, INC Atlanta , GA 30301
Posted 2 months ago
What You'll Do
ESSENTIAL JOB RESPONSIBILITIES:
Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Interact professionally and timely with clients via email, phone and in-person
MARKETING/RFPs
Reviews department BOB to include review and preparation of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally
Collect, manage and review proposals
Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation
RENEWALS
Request renewals for all lines of coverage
Responsible to ensure target renewal release dates are met by carriers
Initial review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive
Provide recommendations to Account Executive
PARTNERSHIP & NEGOTIATION
Take direction from Account Executive in all negotiations with carriers
Build relationship with carrier and vendor partners
UNDERWRITING & ANALYSIS
Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive
Preparation of IBNR calculations for self funded clients
Perform underwriting for dental and vision plans
REPORTING
Manage outsourcing and ensure reporting needs are met
Update monthly claims report for clients providing written and oral summary of findings
Build custom financial/utilization reports when needed
PRESENTATION
Prepares client presentations and presents in from of client with provided direction from Account Executive
TRAINING & MENTORSHIP
Provides mentorship to analyst and performs technical review of work
You Should Have:
6-8 years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficient with MS Office Suites with expert required
Attains Life and Health license & maintains through continuing education requirements
Limited travel required (less than 25%)
Understands concepts of underwriting and actuarial computations
Analyzes and interprets data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handles confidential information with tact and discretion
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.
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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, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Paid Time Off, Paid Holidays, Gift Matching, Personal and Professional Development.
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.
IMA Financial Group, INC