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IMA Financial Group

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Senior Client Associate

IMA Financial Group

Newton, MA Benefits 1d ago

Financial Consultant - Employee Benefits

IMA Financial Group

Harrison, NY; New York C... Benefits 5d ago

Retirement Plan Advisor

IMA Financial Group

Bellevue, WA; New York C... Retirement 3mos ago

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Senior Client Associate

IMA Financial Group · Newton, MA

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Benefits Newton Posted May 8, 2026

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.

Salary Range

$59,200—$88,300 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

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.

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Financial Consultant - Employee Benefits

IMA Financial Group · Harrison, NY; New York City, NY; Newton, MA; Pittsburgh, PA

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Benefits Harrison Newton Pittsburgh Posted May 4, 2026

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interacts professionally and timely with internal and external clients via email, phone and in-person
Financial Strategy
- Leads complex technical work and strategic financial consulting regarding employee benefit plans
- Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
- Drives local process improvements and supports innovation
Marketing/RFPs
- Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
- Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
- Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
Renewals
- Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
- Leads recommendations to client regarding renewal analysis
- Utilizes actuarial models to assess changes to risk and plan structure
Partnership & Negotiation
- Negotiates with carriers based on client’s targeted goals
- Maintains ongoing relationships with carrier and vendor partners
Underwriting & Analysis
- Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
- Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
- Develops and communicates self-funded IBNP analysis to client
- Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
Reporting
- With minimal guidance, analyzes data for inconsistencies and trends
- Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
- Builds and customizes reports to fit client needs
Presentation
- Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
Training & Mentorship
- Provides mentorship to analysts and performs technical review of work
- Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
- Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

6+ years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficiency with MS Office Suites
Attains Life and Health license & maintains through continuing education requirements
Limited travel required (less than 25%)
Understands concepts of underwriting and actuarial computations
Analyzes and interprets data
Effectively manages multiple projects while meeting timelines
Ability to be firm and persuasive when needed, while maintaining good relationships
Handles confidential information with tact and discretion

#LI-JS1

Salary Range

$90,000—$120,000 USD

Compensation & Benefits

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

We work in teams. We sell in teams. We win and prosper as a team

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.

Ready to apply?

Apply to IMA Financial Group

IMA Financial Group

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Retirement Plan Advisor

IMA Financial Group · Bellevue, WA; New York City, NY; Newton, MA

Apply now

Retirement Bellevue New York City Newton Posted Feb 5, 2026

Essential job responsibilities include but are not limited to:

Producing/Advising

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
Pursues and sells our services to retirement plan prospects.
Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
Develops and maintains effective working relationships with internal and external referral sources

People Management

Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Facilitates team meetings, communicating division information
Participates in the hiring process for direct reports as well as additional department hires
Serves as a mentor and coach for members of the team as needed
Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Required Experience and Skills include but are not limited to:

Bachelor's degree and 3+ years’ sales experience in the retirement plan services
FINRA Series 65 required (additional licensing may be needed)
Life Insurance and Variable Contracts licenses preferred
Knowledge of ERISA laws and the retirement plan industry preferred
Moderate travel required (25-50%)
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Salary Range

$100,000—$125,000 USD

Compensation & Benefits

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

We work in teams. We sell in teams. We win and prosper as a team

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.

Ready to apply?

Apply to IMA Financial Group

IMA Financial Group

View all jobs →