Compliance National Practice Lead – Employee Benefits

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November 14

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IMA Financial Group, Inc.

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Finance • Insurance • Enterprise

IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

📋 Description

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Develops pathways to effectively monitor and analyze State & Federal regulations impacting employee benefits. • Creates summary communications of regulatory actions to provide internal and external customer education and serves as a liaison with external employee benefit legal resources to secure opinions and clarifications of regulatory guidance as needed. • Leads the development of technical tools, visual aids, and recorded presentations to assist Benefit service teams and clients with benefit compliance needs. • Creates tools and aids focused on precise and effective methods, facilitating efficient communications and practical application for regulatory compliance. • Primary oversight of internal compliance resource systems accessed by Benefit service teams. • Monitors, researches, and responds to internal and external customer compliance inquiries. • Assists in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team. • Provides new benefit associate and ongoing benefit service team training for compliance related topics. • Provides training support in partnership with employee benefits operations team for service team training related to workflows and processes to ensure achievement of quality standards, which may include travel throughout the year to other markets. • Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services. Attends national events as appropriate.

🎯 Requirements

• 5-10 years of similar experience • Four-year college degree or equivalent work experience • Ability to perform well under pressure, on multiple work streams, and with tight deadlines • Strong attention to detail • Advanced Excel and PowerPoint skills • Strong written and verbal communications.

🏖️ Benefits

• 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.