Director, Employee Benefits Financial Strategy

Essential Job Responsibilities

• 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, phone, and in person.

People Management

• Manages regional financial strategy team leads, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations.
• Coordinates metrics and processes for managing and assigning the overall workload and projects of assigned analysts.
• Coordinates staffing plans for assigning clients, working with regional leads to assess workload.
• Provides feedback to service team members in support of their ongoing professional development goals and client expectations.
• Participates in the hiring process for direct reports and additional department hires.

National Leadership

• Leads national financial strategy servicing meetings, plans training curricula, and communicates information and updates.
• Identifies opportunities to ensure quality standards, including best practices and peer review standards.
• Improves financial strategy service offerings and implements service improvement initiatives.
• Mentors financial strategists to support associate growth and local expertise development.
• Works with market leaders and national leadership to ensure work quality across all functions.
• Implements innovative products and services alongside existing financial strategy processes and service offerings.

Underwriting & Analysis

• Acts as peer reviewer and mentor for a national book of complex self-funded, level-funded, and fully insured clients, providing financial reporting and strategic leadership.
• Develops and delivers servicing standards for benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR.
• Performs detailed analysis to provide book-of-business trends and address prospect or client needs, summarizing data for national leadership and strategic partners.

Marketing, Renewals, and Partnership

• Reviews team needs to assist with marketing template updates, RFP submissions, data collection and management, and complex marketing reviews.
• Executes financial analysis processes for fully insured, TPA, stop-loss, and PBM offerings.
• Negotiates with national carrier partners based on targeted goals.
• Builds key carrier and vendor relationships.

Presentation

• Determines communication strategies for delivering financial strategy to a diverse book of clients.
• Champions new initiatives and growth opportunities to national leadership and market leaders.

Required Experience and Skills

• 10+ years of similar or related experience.
• College graduate with a four-year degree or equivalent experience preferred.
• Proficiency with Microsoft Office, including in-depth knowledge of Microsoft Excel.
• Managerial or leadership experience.
• Life and Health license, maintained through continuing education requirements.
• Some travel required, approximately once monthly.
• Executes the benefit division’s strategic direction for analytic solutions and tools.
• Strong quantitative and qualitative analytical abilities.
• Identifies modifications to existing methodologies and implements new initiatives.
• Ability to manage and mentor experienced professionals.
• Responsibility for analysis accuracy and peer review best practices.
• Ability to perform well under pressure, across multiple work streams, and with tight deadlines.
• Advanced communication and presentation skills.

Competencies & Traits

• Management and leadership
• Financial acumen
• Self-direction
• Professionalism
• Agility and flexibility
• Problem solving

Compensation & Benefits

The role is eligible for an annual performance bonus, stock purchase, medical plans, prescription drugs, dental, vision, family assistance program, FSA, HSA, pre-tax parking plan, 401(k), life and AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, long-term disability, business travel accident, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, well-being stipend, and personal and professional development. Final offer amounts depend on geographic location, prior relevant experience, and the candidate’s knowledge, skills, and abilities.

Why Join IMA?

IMA offers an entrepreneurial and expanding work environment, lasting relationships, competitive benefits, part ownership, team-based support systems, and opportunities to implement ideas quickly. The company is recognized nationally as a leader in its industry.

This job description is not a complete statement of all duties and responsibilities comprising this position. IMA provides equal employment opportunities to all employees and applicants and complies with applicable federal, state, and local nondiscrimination laws.