Senior Benefits Analysis

IMA Boston is an employee benefits broker located in Newton, MA. The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or other areas within the organization. This role partners closely with the Employee Benefits Consulting Team to support the full client lifecycle, including onboarding, renewals, communications, and ongoing client service.

What You'll Do

Communications & Open Enrollment

• Lead development and execution of open enrollment and year-round benefits communications


• Ensure accuracy and consistency of all benefit materials in partnership with marketing


• Coordinate and support open enrollment meetings, including carrier engagement and logistics

Client Implementation & Data Management

• Oversee onboarding of new clients and implementation of benefit plans and programs


• Maintain accurate client records and systems, including benchmarking and internal platforms


• Support client education through implementation meetings and materials

Client Service & Consulting Support

• Partner with consulting team to develop client deliverables (renewals, claims reviews, mid-year updates)


• Review and validate carrier materials to ensure accuracy prior to client distribution


• Serve as a point of contact for client inquiries, including claims and billing issues

Analysis, Processing & Compliance

• Prepare and analyze marketing results; identify discrepancies and plan design changes


• Support compliance efforts, including review of Summary Plan Descriptions and Schedule A's for 5500 filing

What You Need to Succeed

•    Interest in employee benefits.  
•    Attention to detail.
•    Effectively manages multiple projects while meeting deadlines. 
•    Excellent organizational and follow-up skills.
•    Excellent customer service skills. 
•    Personable, highly motivated and goal oriented.
•    Team oriented, but capable of working autonomously
•    Handle confidential information with tact and discretion.
•    Proficient with MS Office Suites with intermediate skills required, advanced Powerpoint and Excel preferred.
•    Excellent AI skills
•    MA Health & Accident license preferred. If unlicensed, license must be obtained within 90 days of hire.

Experience
•    2-5 years of industry experience

Education
•    Bachelor’s degree preferred.

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 


• 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 

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.