Marketing Analyst-Employee Benefits (k.p.d.)
Full Time
Portland, OR 97223
Posted
Job description
What You’ll Do:
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 Bonus Program, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, 401(k), Life/AD&D, Accident, Critical Illness, 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, Personal and Professional Development Why Join IMA?:
We work in teams. We sell in teams. We win and prosper as a team
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Provide comprehensive support in the marketing of new, prospective and renewal business, including:
- Preparing and submitting Request for Proposals (RFP)
- Review and check quotes for accuracy based on RFP
- Prepare rate recaps, benefit plan comparisons and other market displays as needed
- Create professional customer and insurance company presentations
- Review new and renewal policies for accuracy based on proposals, applications and expiring policies
- Proficiently know marketplace; carriers/TPAs, underwriting requirements and the benefits/services they offer
- Assist with marketing program maintenance
- Develop market strategy as required, from start to finish, without direct supervision. Identify areas for opportunity in the marketplace.
- Know and understand accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
- Provide quality professional service in all aspects and phases of marketing.
- Ably perform all tasks assigned in a timely, accurate and professional manner. Meet all renewal dates and deadlines.
- Keep Account Managers, Account Executives and Risk Advisors fully informed of all important activities on their accounts
- Keep informed on current markets, market trends and industry changes.
- Participate in seminars and classes for skill and knowledge development.
- Assist with gathering data and preparing reports for projects which include but are not limited to the following:
- Actuarial reports
- Contribution and funding reports
- Experience reports
- Rate and claim information
- Complete and update rate histories
- Perform accurate data entry for benchmarking surveys and prepare survey deliverables.
- Maintain agency systems and files in an accurate and timely manner per agency workflows. Maximize efficiency through the use of automated systems.
- Maintain professional relationships with insurance carriers and clients at all times.
- Participate in department meetings and contribute appropriately.
- Maintain a good reputation and relationships in the community at large.
- Perform special projects at Director’s request.
- Other duties may be assigned.
- Two+ years of similar or related experience
- Perfer an Associates degree or experience equivalent to a degree
- Excellent written and communication skills including good listening skills and attention to detail.
- Ability to consistently display a proactive, positive client focus and demonstrate a dedicated sense of urgency in serving their interests.
- The ability to handle and prioritize multiple tasks while meeting deadlines in a high volume, fast paced environment.
- Demonstrated the commitment to work through projects to completion
- High degree of critical thinking, organizational and decision making skills.
- Knowledge of employee benefits markets and employee benefit laws.
- Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner
- Ability to use the computer to create and retrieve Word documents and Excel worksheets and to enter and find information in agency management systems
- An understanding of agency workflow procedures, sales and service processes with a growing understanding of technology applications to workflow and quality control.
- Self-motivated and ability to work independently with limited supervision as well as in a team environment.
- The ability to be persuasive while maintaining good relationships with peers, carriers and clients
- A high degree of tact and diplomacy
- A state Life and Health license and will fulfill continuing education requirements to retain licensing (can be attained after hire)
- Strong computer proficiency with Microsoft Office products and other programs
- The willingness to complete additional duties and take on additional responsibilities as the need arises
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 Bonus Program, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, 401(k), Life/AD&D, Accident, Critical Illness, 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, Personal and Professional Development 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.
We are recognized nationally as a leader in our industry.
- 2021 Business Insurance Magazine Best Places to Work in Insurance, #1 in large category
- 2021 Inc. 5000's List of Fastest Growing Companies
- 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Puget Sound Business Journal's Washington's Best Workplaces
- 2021 Los Angeles Business Journal's Best Places to Work
- 2021 Denver Business Journal's Best Places to Work
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
- 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2021 Wichita Business Journal's Fastest Growing Companies List
- 2020 Business Insurance Magazine Best Places to Work in Insurance
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