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Associate Financial Strategist (Northeast Region)
Оценка ИИОтличная стартовая позиция в компании с множеством наград 'Best Place to Work'. Предлагается расширенный пакет льгот, включая участие в капитале компании (Stock Purchase) и возможности для профессионального развития.
Сложность вакансии
Оценка ИИПозиция начального уровня (Associate), требующая до одного года опыта. Основная сложность заключается в необходимости получения лицензии Life and Health и работе с большими объемами данных в сжатые сроки.
Анализ зарплаты
Оценка ИИПредлагаемая роль соответствует рыночному уровню для начинающих финансовых аналитиков в штате Мэн. Учитывая бонусы и программу покупки акций, совокупный доход может быть выше среднего по региону.
Сопроводительное письмо
I am writing to express my interest in the Associate Financial Strategist position at IMA Financial Group in Portland, ME. With a strong foundation in financial analysis and a keen interest in the insurance industry, I am eager to contribute to your team's success in delivering high-quality renewal and marketing analysis for your clients.
During my academic and initial professional experiences, I have developed intermediate proficiency in MS Office, particularly Excel, and have honed my ability to manage multiple projects under tight deadlines. I am particularly drawn to IMA's unique employee-ownership model and your commitment to diversity and inclusion. I am prepared to attain my Life and Health license and look forward to supporting your Financial Strategists in complex data reporting and market research.
Составьте идеальное письмо к вакансии с ИИ-агентом
Откликнитесь в imafinancialgroup уже сейчас
Присоединяйтесь к команде IMA Financial Group и начните карьеру в сфере финансового консалтинга уже сегодня!
Описание вакансии
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Must be able to work 5 days a week at local Portland, ME office
- 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 clients via email and phone
- Renewal and marketing financial analysis
- Contribution analysis
- Supports negotiations with carriers
- Self-funded claims reporting
- Benchmarking reports
- Supports Financial Strategists on complex analysis
- Data warehouse and utilization reporting
- Facilitates renewal presentation meetings
- Market insights, research, and analysis
- GeoAccess and Disruption analysis
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Up to 1 year of similar or related experience
- Preferred: college graduate, 2-year degree or equivalent experience
- Required: proficient with MS Office Suites with intermediate skills
- Attains Life and Health license & maintains through continuing education requirements
- Limited travel required (less than 25%)
- Analyzes and interprets data
- Effectively manages multiple projects while meeting timelines
- Handles confidential information with tact and discretion
- Possesses excellent organizational and reasoning skills
#LI-JS1
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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Навыки
- Financial Analysis
- Microsoft Office
- Data Analysis
- Market Research
- Reporting
- Project Management
Возможные вопросы на собеседовании
Проверка готовности кандидата к обязательному требованию вакансии.
Готовы ли вы в ближайшее время пройти обучение и сдать экзамен на получение лицензии Life and Health?
Роль предполагает работу с финансовой отчетностью и анализом данных.
Опишите ваш опыт работы с MS Excel: какие сложные функции или инструменты анализа вы использовали?
Вакансия требует ведения нескольких проектов одновременно.
Как вы расставляете приоритеты, когда у вас есть несколько задач с пересекающимися дедлайнами?
Важная часть работы — поддержка стратегов в анализе данных.
Был ли у вас опыт подготовки аналитических отчетов или презентаций для клиентов или руководства?
IMA ценит командную работу и корпоративную культуру.
Что вас привлекает в модели владения компанией сотрудниками (ESOP) и почему вы хотите работать именно в IMA?
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