What are the responsibilities and job description for the Employee Advocate position at IMA Financial Group, Inc.?
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.
- Handles escalated claim issues for all clients timely and efficiently.
- Able to document all interactions with members via internal processes.
- Able to participate in client meetings such as health fairs and open enrollment.
- Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols.
- Able to develop an understanding of benefit policies and can educate members on how their plans work.
- Assists CM team during open enrollment to answer member questions.
- Understands HIPAA and communicates with members in compliant methods.
- Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person.
- Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail.
- Supports Employee Advocate Lead, Client Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner.
- Performs special projects as assigned.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 1-2 years or more of similar or related experience preferred
- Strong computer proficiency required
- Experience with MS Office Suite required (specifically Outlook, Word, Excel, and InDesign)
- Limited travel required (less than 25%)
- Bachelor’s degree preferred or equivalent experience
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.