Senior Benefits Associate

IMA Financial Group•Pasadena, TX

2d•$50,000 - $60,000

About The Position

The Employee Benefits Senior Benefits Associate provides essential in-house support to Client Management teams by handling internal service requests related to employee benefits. This entry-level role is ideal for someone who is detail-oriented, organized, and eager to grow within the employee benefits industry. The Benefits Associate works under the guidance of the Employee Benefits Support Supervisor, cross-collaborates with the Client Management team, and contributes to the overall efficiency and quality of service delivery.

Requirements

A high school diploma or equivalent is required; an associate or bachelor’s degree is preferred but not required.
Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders.
Strong analytical skills with the ability to interpret data, identify trends, and support problem-solving efforts.
Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast-paced environment.
Dependable, self-motivated, and eager to learn and grow within the employee benefits and insurance industry.
A collaborative mindset and a respectful, team-oriented approach to work.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prior Criminal history will only be considered after a conditional job offer is made and accepted.
Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Responsibilities

Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion.
Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries.
Create, update, and format client-facing communication materials, including benefit guides, strategic presentations, and compliance documents.
Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures).
Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies.
Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials.
Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials.
Compile benchmarking data to support client benefit comparisons and strategic planning.
Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet.
Conduct peer reviews of client materials to ensure accuracy and consistency.
Generate and maintain internal reports to track client activity, service requests, and project timelines.
Handle routine inquiries and internal communications professionally and efficiently.
Support special projects and ad hoc assignments as needed.
Collaborate with internal departments and external partners to resolve issues and improve workflows.
Participate in training sessions and team meetings to enhance knowledge and contribute to team development.