Associate Financial Strategist

Associate Financial Strategist

Role Description

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. This role performs claims projections, benchmarking, renewal analysis, and other financial reporting while continuing to build technical expertise. The position also partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location Preference: This role offers remote flexibility, with a preference for candidates located within IMA’s Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

Essential responsibilities include, but are not limited to:

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
• Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Facilitate renewal presentation meetings.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Key Strengths and Traits

• Strong analytical and strategic thinking skills
• Advanced analytical capabilities
• Strong attention to detail and commitment to quality assurance
• Focus on operational excellence and accuracy
• Coaching and knowledge-sharing mindset with an interest in supporting the growth of others

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment

• Bachelor’s degree

• 3+ years of relevant experience

• Foundational financial modeling skills

• Understanding of funding models and carrier dynamics

• Working knowledge of self-funded health plans

• Salary Range

• $65,000—$70,000 USD

• 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

• Business Insurance Magazine – Best Places to Work in Insurance

• US Insurance Awards – Community Outreach Project of the Year

• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist

• Inc. Magazine Best Workplaces

• Inc. 5000 – List of Fastest Growing Companies

• Alaska Journal of Commerce – Best Workplaces in Alaska

• Charlotte Business Journal – Best Places to Work

• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

• Connecticut Top Workplaces

• Dallas Business Journal – Best Places to Work

• Denver Business Journal – Best Places to Work

• Denver Business Journal – Fast 50

• Kansas City Business Journal – Best Places to Work

• Los Angeles Business Journal – Best Places to Work

• Puget Sound Business Journal – Washington’s Best Workplaces

• Tampa Bay Times – Best Workplaces

• The Salt Lake City Tribune Top Workplaces

• Utah Business – Best Places to Work

• Wichita Business Journal – Best Places to Work

• 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.

• Apply Now

• Apply Now

• First Name

• Last Name

• Preferred First Name

• Email

• Phone

• Resume/CVAdd fileAdd as text

• Cover LetterAdd fileAdd as text

• LinkedIn Profile

• This position requires candidates to reside in the New England region, with a preference for Vermont, New Hampshire, Massachusetts, or Maine. Do you currently reside in New England?

• Choose one...YesNo

• What US state do you currently reside in?

• Choose one...AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

• Current city?

• What is your desired compensation?

• Have you ever been employed by IMA in a full-time, part-time, or intern capacity?

• Choose one...Yes, as a full-time or part-time employeeYes, as an internNo, I have never worked for IMA

• Are you currently employed by an IMA client?

• Choose one...YesNo

• If you are currently employed by an IMA client, please list the name of that client here. If you answered No to the previous question, please write N/A.

• How were you referred to us? Please add the name of the associate or the job posting location.

• Demographic Information

• IMA collects certain employee self-identification information. Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA.

• Race

• Choose one...Hispanic or LatinoAmerican Indian or Alaska Native (Not Hispanic or Latino)Asian (Not Hispanic or Latino)Native Hawaiin or Other Pacific Islander (Not Hispanic or Latino)Black or African American (Not Hispanic or Latino)Two or More Races (Not Hispanic or Latino)WhiteI don't wish to answer

• Veteran Status

• Choose one...YesNoI don't wish to answer

• Gender

• Choose one...MaleFemaleNon-BinaryI don't wish to answer

• Company Culture

• Change makers. Employee owners.

• We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

• See what it feels like to be supported by IMA on your career journey.

• About IMA Careers

• Please enter your details below to access the 2026 Pulse Report.

• 2026 Pulse Report – PDF Download (EB Events)

• Name(Required)

• First

• Last

• Email(Required)

• CAPTCHA

• Submit

• CLOSE

• Sign Up for Survey

• CCALAC Total Rewards & Workforce Development Survey

• "*" indicates required fields

• Comments

• This field is for validation purposes and should be left unchanged.

• Name*

• First

• Last

• Title*

• Organization*

• Email*

• Phone*

• CAPTCHA

• All individual responses remain strictly confidential. Only aggregate, anonymized insights will be shared with membership.

• Submit

• CLOSE

• Please enter your details below to access the 2026 Pulse Report.

• 2026 Puls