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
Interacts professionally and timely with clients via email, phone and in-person

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 as needed, in support of their on-going professional development goals to ensure client expectations are met
Participates in the hiring process for direct reports as well as additional department hires

Leads national financial strategy servicing meetings, planning training curriculums and communicating information and updates
Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
Recognizes opportunities to improve financial strategy service offerings, and implements initiatives to support service improvements
In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development
Interacts 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

Acts as peer review and mentor for a national book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
Develops and delivers servicing standards related to financial strategy, including but not limited to benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR
Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with national leadership and strategic partners

Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
Executes standards processes for financial analysis of marketing offerings including fully insured, TPA, stop loss, and PBM coverages
Negotiates with national carrier partners based on the targeted goals
Engages and builds key carrier and vendor relationships

Determines communication strategy 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 include but not limited to:

10+ years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficient with MS Office Suites with, with in-depth knowledge of Microsoft Excel
Managerial or leadership experience
Attains Life and Health license & maintains through continuing education requirements
Some travel required (once monthly)
Responsibility for executing the benefit division’s strategic direction of analytic solutions and tools
Strong analytical (quantitative and qualitative) abilities
Identifies modifications to existing methodologies, and implements new initiatives
Demonstrates ability to manage and mentor experienced professionals
Responsibility for accuracy of analysis and peer review best practices
Ability to perform well under pressure, on multiple work streams, and with tight deadlines
Advanced communication and presentation skills

The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.