Account Management
Company: IMA Financial Group
Location: Dallas
Posted on: April 24, 2024
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Job Description:
What You'll Do Interact professionally and timely with clients
via email, phone and in-person Prepare RFP for all ASO and fully
insured submissions to market Collect, manage, and review proposals
Update marketing results into spreadsheet ensuring accuracies, to
be used internally and in client presentation Review department to
assist with marketing template updates, RFP submissions, collection
and management of data, along with individual review of complex
marketing Review department BOB to include review of renewals for
fully insured, TPA, stop loss, PBM coverages, cost, and contract
terms to ensure standards are met, determines trends, sets
expectation and provide communications internally and externally
Initiate review of all fully insured, ASO, stop Loss, plans, cost,
and contract terms Provide recommendations to Account Executive and
present to client Negotiate with carriers based on the targeted
goals from Account Executive Maintain ongoing relationship with
carrier and vendor partners Prepare and reviews benchmarking,
contribution, disruption, network, stop loss deductible and
GeoAccess analysis to include fully insured vs. self-funded
analysis provided to Account Executive Provide underwriting of all
medical/Rx, dental, vision, life and disability plans and provides
IBNR to client Analyze data for inconsistencies and trends,
providing recommendations to Account Executive Provide a written
and oral summary of findings to client Build and customize reports
to fit client needs Prepare client presentation and presents in
front of client Lead client presentation of financial discussions
Train and review technical work, provide mentorship to analyst, and
supports trainings within department Support Account Executive and
Producers when solicitating new business Identify opportunities to
create efficiencies and best practices Support and demonstrate
IMA's core values Value and understand the importance of diversity,
equity, and inclusion among all IMA associates You Should Have:
Bachelor's Degree or equivalent experience Proven experience as an
Analyst, Account Manager, or similar role in the employee benefits
brokerage industry for 3+ years required Previous experience
working with clients in the Union/Public Labor sector strongly
desired Attain and maintain applicable state Life and Health
License in accordance with IMA standards Proficient in using
Microsoft Office suite required Strong understanding of compliance
and regulatory requirements, such as ERISA, ACA, HIPAA, etc.
required In-depth knowledge of employee benefits programs,
insurance products, and industry trends Exceptional client service
orientation with a focus on building long-term relationships
Demonstrate a genuine passion for acquiring new knowledge and
skills, staying abreast of industry advancements and best practices
Proven ability to set ambitious yet achievable goals, and
consistently work towards their attainment Capable of prioritizing
tasks effectively and managing multiple client and responsibilities
concurrently Able to work collaboratively with colleagues,
supervisors, and external partners to set goals, exchange ideas,
and drive results Willingness to embrace change, adjust goals as
needed, and learn from setbacks to continually improve performance
Possess the drive to pursue personal development opportunities
independently, while adhering to established timelines and
objectives 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. 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, Health Club
Reimbursement, Personal and Professional Development. In addition
to our robust benefits package, the hiring range for this position
is $80,000 - $100,000. While this is the targeted range, 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. The anticipated posting
timeline for this opportunity is 04/02/24 through 06/02/24. 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 2021 Wichita Business Journal's Fastest
Growing Companies List Employment Type: Full Time
Keywords: IMA Financial Group, Irving , Account Management, Executive , Dallas, Texas
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