Role Description

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. This role performs claims projections, benchmarking, renewal analysis, and other financial reporting while continuing to build technical expertise. The position also partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location Preference: This role offers remote flexibility, with a preference for candidates located within IMA’s Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

Essential responsibilities include, but are not limited to

Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
Support Financial Strategists with complex analytics and client deliverables.
Facilitate renewal presentation meetings.
Conduct market research and funding analysis to support strategic recommendations.
Mentor junior analysts and lead small projects, as appropriate.

Key Strengths and Traits

Strong analytical and strategic thinking skills
Advanced analytical capabilities
Strong attention to detail and commitment to quality assurance
Focus on operational excellence and accuracy
Coaching and knowledge-sharing mindset with an interest in supporting the growth of others

Qualifications

Active Life & Health License or ability to obtain within 90 days of employment
Bachelor’s degree
3+ years of relevant experience
Foundational financial modeling skills
Understanding of funding models and carrier dynamics
Working knowledge of self-funded health plans

Salary Range

$65,000—$70,000 USD

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

• Business Insurance Magazine – Best Places to Work in Insurance

• US Insurance Awards – Community Outreach Project of the Year

• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist

• Inc. Magazine Best Workplaces

• Inc. 5000 – List of Fastest Growing Companies

• Alaska Journal of Commerce – Best Workplaces in Alaska