Financial Consultant - Employee Benefits
IMA Financial Group
| Company | IMA Financial Group |
| Category | Consulting & Strategy |
| Location | Denver |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 16 Jul 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interact s professionally and timely with internal and external clients via email , phone and in-person
Marketing/RFPs:
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
Collect s , manage s, and review s proposals on self-funded TPA and stop loss marketing events
Update s marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
Renewals:
Initiate s review of fully insured medical , and self-funded TPA and stop l oss renewals , including plans, cost , contributions and contract terms
Provide s recommendations to client regarding renewal analysis
Partnership & Negotiation
Negotiate s with carriers based on client’s targeted goals
Maintain s ongoing relationship s with carrier and vendor partners
Underwriting & Analysis:
P r ovides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
Provide s underwriting cost projections for self-funded medical/Rx, dental, and vision products.
Develops and communicates self-funded IBN P analysis to client
Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
Reporting:
With minimal guidance, a nalyze s data for inconsistencies and trend s
Provide s a written and oral summary of findings to Client Executive
B uild s and customize s reports to fit client needs
Presentation:
Prepare s client presentation s and present s i n front of client with provided direction from Client Executive
Training & Mentorship
Provides mentorship to analysts and performs technical review of work
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
4+ years of similar or related experience
Prefer college graduate, 4 -year degree or equivalent experience
Proficiency with MS Office Suites
Attain s Life and Health license & maintain s through continuing education requirements
Limited travel required (less than 25%)
U nderstand s concepts of underwriting and actuarial computations
Analyze s and interpret s data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handle s confidential information with tact and discretion
#LI-JS1 Salary Range $75,000 — $113,000 USD Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligib
970,107 openings. Erioun finds yours.Scored against your own profile, every hour.Try the radar →