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IMA Financial Group, Inc.

Group Benefits Producer Job at IMA Financial Group, Inc. in Wallingford

IMA Financial Group, Inc., Wallingford, CT, United States, 06492

What Youll Do:

What Youll Do

Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base.

The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary focus of this position is to sell and renew insurance to companies in the Northeast region.

  1. Identifies a target industry and/or market segment to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations, industry trends and upcoming developments in Group Benefits impacting target clients
  2. Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws.
  3. Provide in-house customer service to clients as assigned and requested.
  4. Prepare and update account summaries as required
  5. Coordinate 5500 filing process with the HR team
  6. Track and manage all activities on account policies and benefits program ensuring deadlines are met and prompt resolution
  7. Input and maintain all activities, documentation and client information in network systems in a timely and accurate manner
  8. Provide clear direction to other team members assisting on assigned accounts
  9. Manage day-to-day client relationships and renewal process

MAJOR RESPONSIBILITIES

  1. Researching information necessary for preparation of bid specifications; gather the information needed for renewals, and new business.
  2. Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications.
  3. Conduct educational open enrollment presentations to clients in person.
  4. Self-insurance experience is a must
  5. Shop and analyze products for small group renewals.
  6. Proactively identifies and coordinates cross-selling opportunities with other sales units at Sinclair
  7. Make recommendations to regarding quotes, ideas, issues, needing to be addressed.
  8. Prepare proposals, renewal presentations and compliance documents for new and renewal groups.
  9. Deliver renewal presentations.
  10. Administer employee enrollments, changes, COBRA enrollments with the account management team.
  11. Set-up and maintain client files.
  12. Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients.
  13. Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting.
  14. Research claims, enrollment and billing inquiries for clients upon request.
  15. Do special projects as determined by manager and/or supervisor.


You Should Have::

You Should Have

  1. 1+ years of sales or related experience
  2. Ability to consistently display a proactive, positive client focus and demonstrate a dedicated sense of urgency in serving their interests.
  3. Active Life and Health license
  4. Applied EPIC knowledge

#LI-MG1



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:

FT positions associates working 30 or more hours/week

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.

Why Join IMA?:

Why Join Sinclair (An IMA Company)?

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, and 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, were 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. Magazines Best Workplaces
  • 2022-2023 Connecticut Top Workplace Award
  • 2023 Denver Business Journals Best Places to Work
  • 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
  • 2021-2022 Inc. 5000s List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022 Kansas City Business Journals Best Places to Work
  • 2021-2022 Los Angeles Business Journals Best Places to Work
  • 2021-2022 Puget Sound Business Journals Washingtons Best Workplaces
  • 2021-2022 Wichita Business Journals Best Places to Work, #1 in the extra-large category
  • 2021 Dallas Business Journals Best Places to Work
  • 2021 Alaska Journal of Commerces Best Workplaces in Alaska
  • 2021 Wichita Business Journals Fastest Growing Companies List

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.