Compliance National Practice Lead - Employee Benefits

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

• 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 and serve as a liaison with IMA marketing and legal 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.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 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

#LI-JS1

If this role is hired in Los Angeles County, CA the following applies:

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
$130,000—$195,000 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, 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.