Associate Financial Consultant - Employee Benefits

IMA Financial Group • Denver, CO

6d

About The Position

Supports benefit strategy through foundational financial analytics, reporting, and modeling. This role executes claims projections, benchmarking, and renewal analysis while building technical proficiency and contributing to client deliverables under guidance from senior strategists.

Requirements

• Active Life & Health License
• Bachelor’s degree
• 3+ years relevant experience
• Basic financial modeling
• Understanding of funding models + carrier dynamics
• Core understanding of self-funded plans

Nice To Haves

• Analytical thinking
• Strategic thinking
• Coaching + knowledge-sharing mindset; supports the growth of others
• Advanced analytics
• Quality assurance; attention to detail + operational excellence

Responsibilities

• Performs core financial analytics in support of benefit strategy, renewals, and client decision-making.
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilitates renewal presentation meetings.
• Conducts market research and funding analysis to support strategic recommendations.
• May mentor junior analysts and lead small projects.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level