Financial Strategist - Employee Benefits
IMA Financial Group
| Company | IMA Financial Group |
| Category | Finance |
| Location | Atlanta |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Mid |
| Salary | Not stated by the employer |
| Posted | 6 Aug 2026 |
| Last verified | 8 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
ROLE DESCRIPTION:
Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self‑funded and level‑funded clients. This role translates complex financial data into client‑ready insights and begins representing the Financial Strategy function in client discussions.
ESSENTIAL JOB DUTIES include but are not limited to:
Proficient in and demonstrates ownership in technical analytics and client deliverables.
Communicates technical analysis to clients.
Completes IBNR and claims projections with minimal oversight.
Consults on stop-loss programs and funding strategies for self-funded clients.
Produces strategic financial modeling for client renewals.
Supports financial negotiations with carriers and vendors.
Begins driving process improvements with financial analytics workflows.
Reviews data entry from junior associates and may mentor Client Associates pursuing Financial Strategist track.
KEY STRENGHTS AND TRAITS but are not limited to:
Consultative ability
Continuous learning
Negotiation
Service orientation
QUALIFICATIONS:
Active Life & Health License
Bachelor’s degree
4+ years relevant experience
Proficiency with self-funded plans
Focus on accuracy via peer reviews
Knowledge of market trends in funding and pricing
Proficiency in technical analysis
#LI-JS1 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
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
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