IMA Financial Group Hiring for Benefits Technology Specialist (Bolton) at Pasadena, CA  Full Time

Job Locations

US-CA-Pasadena

Provide quarterly BoB reports to enable vendor assessment and confirm their team’s capacity.
• Monitor the department’s utilization to ensure adherence to best practices.
• Foster a strong relationship with the partner’s sales team.
• Maintain the user and client lists, including additions, deletions, and reassignments.
• Review invoices to ensure accuracy.
• Serve as the primary point of contact for the point solution.
• Develop and maintain internal processes related to the point solution.
• Oversee new implementations including collaboration with Client Managers (CMs) on intake forms and materials.
• Conduct peer review for renewals.
• Educate clients on the use of the point solution.
• Coordinate renewals for all point solution clients.
• Conduct monthly Admin webinars.
• Respond to client inquiries and troubleshoot system issues.
• Implement and manage carrier connections for BoB.
• Facilitate payroll integrations for client accounts.
• Conduct routine point solution training for the department.
• Conduct monthly point solution client training webinars.
• Create a training schedule and collaborate with the graphic design team on collateral.
• Lead point solution super-user team.

• Bachelor’s Degree in Business Administration, Human Resources, or a related field.
• Proven experience as a Client Manager, Account Manager, or similar role in the employee benefits brokerage industry for 3+ years required.
• Deep technical knowledge of and experience working in a benefits administration system such as Ease or Employee Navigator required.
• Demonstrate a genuine passion for acquiring new knowledge and skills, staying abreast of industry advancements and best practices.
• Proven ability to set ambitious yet achievable goals, and consistently work towards their attainment.
• Possess the drive to pursue personal development opportunities independently, while adhering to established timelines and objectives.
• Capable of prioritizing tasks effectively and managing multiple clients and responsibilities concurrently.
• Able to work collaboratively with colleagues, supervisors, and external partners to set goals, exchange ideas, and drive results.
• In-depth knowledge of employee benefits programs, insurance products, and industry trends.
• Flexibility and adaptability.
• Exceptional client service orientation with a focus on building long-term relationships.

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

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.

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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 $70,000 – $90,000. 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.

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.

• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded 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
• 2021-2022 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
• 2021 Wichita Business Journal’s Fastest Growing Companies List