Benefits Coordinator at IMA Financial Group

Position Summary:

The Employee Benefits Coordinator provides essential in-house support to Client Management teams by handling internal service requests related to employee benefits. This entry-level role is ideal for someone who is detail-oriented, organized, and eager to grow within the employee benefits industry. The Benefits Coordinator works under the guidance of the Employee Benefits Support Supervisor, cross-collaborates with the Client Management team, and contributes to the overall efficiency and quality of service delivery.

Essential Duties and Responsibilities:

Respond to internal service requests from the Client Management team, ensuring timely and accurate task completion.
Prepare administrative materials such as plan matrices, proposals, claims history reports, enrollment data, and billing summaries.
Create, update, and format client-facing communication materials, including benefit guides, strategic presentations, and compliance documents.
Track deadlines and assist with the preparation and submission of compliance documents (e.g., ACA reporting, COBRA notices, ERISA disclosures).
Coordinate with insurance carriers to request data, obtain quotes, confirm plan details, and resolve discrepancies.
Support client meetings, wellness fairs, and open enrollment events by coordinating logistics and preparing materials.
Assist with onboarding new clients by collecting documentation, setting up internal systems, and preparing welcome materials.
Compile benchmarking data to support client benefit comparisons and strategic planning.
Maintain accurate records and perform data entry, scanning, and document management in systems such as SharePoint, Epic, and Smartsheet.
Conduct peer reviews of client materials to ensure accuracy and consistency.
Generate and maintain internal reports to track client activity, service requests, and project timelines.
Handle routine inquiries and internal communications professionally and efficiently.
Support special projects and ad hoc assignments as needed.
Collaborate with internal departments and external partners to resolve issues and improve workflows.
Participate in training sessions and team meetings to enhance knowledge and contribute to team development.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

What We're Looking For:

A high school diploma or equivalent is required; an associate or bachelor’s degree is preferred but not required.
Excellent verbal and written communication skills, with the ability to interact professionally with internal teams and stakeholders.
Strong analytical skills with the ability to interpret data, identify trends, and support problem-solving efforts.
Working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
Demonstrated ability to manage time effectively, stay organized, and prioritize tasks in a fast-paced environment.
Dependable, self-motivated, and eager to learn and grow within the employee benefits and insurance industry.
A collaborative mindset and a respectful, team-oriented approach to work.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$45,000—$50,000 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, Health Club Reimbursement, 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.

Benefits Coordinator

TLDR

Benefits

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