Lead Financial Strategist (Employee Benefits - Southeast Region)

IMA Financial Group•Atlanta, GA

About The Position

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 People Management Coordinates and manages the overall work and projects of assigned analysts, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations Assigns clients, assesses workload, and manages and organizes workflow within their team 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 Assists with national and local office meetings, communicating information and updates In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards Interacts with client executives and client managers to ensure work quality across all functions Financial Strategy, Underwriting, and Data Analysis Maintains a book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership Provides customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs Provides underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with department, teams and clients/prospects Marketing, renewals, and partnership Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing Reviews department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met Negotiates with carriers based on the targeted goals Engages and builds key carrier and vendor relationships Presentation Takes lead in client presentation of financial discussions and presents findings in meetings Supports sales presentations as local analyst subject matter expert for key opportunities 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.

Requirements

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 (10% - 25%)
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
Demonstrates ability to manage and mentor analysts
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
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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
Coordinates and manages the overall work and projects of assigned analysts, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Assigns clients, assesses workload, and manages and organizes workflow within their team
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
Assists with national and local office meetings, communicating information and updates
In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets
Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
Interacts with client executives and client managers to ensure work quality across all functions
Maintains a book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
Provides customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs
Provides underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans
Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with department, teams and clients/prospects
Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
Reviews department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met
Negotiates with carriers based on the targeted goals
Engages and builds key carrier and vendor relationships
Takes lead in client presentation of financial discussions and presents findings in meetings
Supports sales presentations as local analyst subject matter expert for key opportunities