Associate Financial Strategist

Associate Financial Strategist IMA Financial Group - 3.3 Bellevue, WA Job Details $60,000 - $70,000 a year 16 hours ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Qualifications Bachelor's degree Life & Health Insurance License Full Job Description

ESSENTIAL JOB RESPONSIBILITIES

include but are not limited to: Supports and demonstrates IMA's core values Demonstrates proficiency in Client Associate responsibilities with an emphasis on financial strategy and analytics Independently executes core financial and analytical tasks in support of client renewals and ongoing service Supports Financial Strategists with complex financial and claims analysis Performs stop-loss modeling and supports stop-loss marketing efforts Produces contribution modeling and renewal financial analysis Develops and maintains self-funded claims reporting and utilization reports Prepares financial exhibits and analysis for renewal and marketing presentations

REQUIRED EXPERIENCE AND SKILLS

include but are not limited to: Bachelor's degree required 3+ years of relevant experience

Active Life & Health Insurance License Skills:

Basic financial modeling and analytical skills Understanding of self‑funded and level‑funded benefit plans Knowledge of funding models and carrier dynamics Proficiency with Excel and benefits‑related analytical tools

COMPETENCIES & TRAITS

Demonstrates strong analytical thinking and attention to detail Applies a consultative mindset when supporting financial strategy discussions Communicates technical and financial concepts clearly Commitment to continuous learning #LI-JS1 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 2020-2023 Business 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 Top Work 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 Top Work 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-large category 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.