Senior Benefits Analysis

IMA Financial Group•Newton, MA

About The Position

IMA Boston is an employee benefits broker located in Newton, MA. The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or other areas within the organization. This role partners closely with the Employee Benefits Consulting Team to support the full client lifecycle, including onboarding, renewals, communications, and ongoing client service.

Requirements

Interest in employee benefits.
Attention to detail.
Effectively manages multiple projects while meeting deadlines.
Excellent organizational and follow-up skills.
Excellent customer service skills.
Personable, highly motivated and goal oriented.
Team oriented, but capable of working autonomously
Handle confidential information with tact and discretion.
Proficient with MS Office Suites with intermediate skills required, advanced Powerpoint and Excel preferred.
Excellent AI skills
MA Health & Accident license preferred. If unlicensed, license must be obtained within 90 days of hire.
2-5 years of industry experience

Responsibilities

Lead development and execution of open enrollment and year-round benefits communications
Ensure accuracy and consistency of all benefit materials in partnership with marketing
Coordinate and support open enrollment meetings, including carrier engagement and logistics
Oversee onboarding of new clients and implementation of benefit plans and programs
Maintain accurate client records and systems, including benchmarking and internal platforms
Support client education through implementation meetings and materials
Partner with consulting team to develop client deliverables (renewals, claims reviews, mid-year updates)
Review and validate carrier materials to ensure accuracy prior to client distribution
Serve as a point of contact for client inquiries, including claims and billing issues
Prepare and analyze marketing results; identify discrepancies and plan design changes
Support compliance efforts, including review of Summary Plan Descriptions and Schedule A's for 5500 filing