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Underwriting Assistant, Employee Benefits (Bolton)

IMA Financial Group
paid time off, paid holidays, 401(k)
United States, California, Pasadena
July 01, 2023

Underwriting Assistant, Employee Benefits (Bolton)
Job Locations


Job ID

Posted Date

Employee Benefits

What You'll Do

    Responsible for providing analytics support to the Senior Technical Consulting team and various client Employee Benefits teams.
  • Review and spread client renewal proposals and plan options in spreadsheets, illustrating both benefits and rates for all lines of coverage. Select plan options that most closely align with specifications provided by client teams. Help in preparing accompanying renewal exhibits for client-ready renewal proposal.
  • Market fully insured and self-funded (as needed) plans to insurance companies by utilizing a Request for Proposal (RFP) process and preparing the marketing results.
  • Learn insurance company products; develop relationships with carrier representatives; attend carrier new product launches and industry meetings.
  • Review and understand underwriting guidelines and discuss with client team when necessary.
  • Assist with various analytics activities such as period claims reporting, contribution analysis, and any other underwriting projects.
  • Update benefits management system with final plan selections and rates.
  • Maintain client files in compliance with company standards.
  • Provide backup employee advocacy services as needed.
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

You Should Have:

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

  • BA/BS in business, Finance or Accounting preferred or equivalent experience
  • 1 to 2 years of similar or related experience in Employee Benefits Insurance
  • Advanced Experience in Excel
  • Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)
  • Attain and maintain life and disability insurance license within 60 days of hire.

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 $50,000 - $65,000. 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

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 industy.

  • 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
  • 2021-2022 Inc. 5000's List of Fastest Growing Companies
  • 2022 Kansas City Business Journal's Best Places to Work
  • 2021-2022 Los Angeles Business Journal's Best Places to Work
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 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