Employee Benefits Analyst - Regional Team Lead

6 days ago

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000

💰 Private Equity Round on 2020-11

Description

•Maintain a book of complex self-funded, level funded, and fully insured clients, provide both financial reporting and strategic leadership •Coordinate and manage the overall work and projects of assigned analysts, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations •Assign clients, assess workload, and manage and organizes workflow within their team •Provide feedback to service team members as needed, in support of their on-going professional development goals to ensure client expectations are met •Participate in the hiring process for direct reports as well as additional department hires •Assist with national and local office meetings, communicating information and updates •In all aspects of client relationships, mentor analysts and senior analysts to support associate growth and local expertise development in emerging markets •Regularly identify opportunities to ensure quality standards, including implementation of best practices and peer review standards •Interact with client executives and client managers to ensure work quality across all functions •Provide customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs •Provide underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans •Perform high degree of analysis to provide BOB trends or specific prospect/client needs, summarize data to communicate in writing and through conversations with department, teams and clients/prospects •Review team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing •Review department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met •Negotiate with carriers based on the targeted goals •Engage and build key carrier and vendor relationships •Take lead in client presentation of financial discussions and presents findings in meetings •Interact professionally and timely with clients via email, phone and in-person •Support sales presentations as local analyst subject matter expert for key opportunities •Support and demonstrate IMA’s core values •Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

Requirements

•Bachelor’s Degree or equivalent experience •Proven experience as a Technical Consultant or Analyst or similar role in the employee benefits brokerage industry for 10+ years required •Previous experience managing or leading a team of EB Analysts required •Attain and maintain applicable state Life and Health License in accordance with IMA standards •Willing and able to travel approx. 1x per month required •Must be located in Pacific Standard Time (PST) •Proficient in using Microsoft Office suite, specifically Excel required •Must have strong knowledge of all types of complex funding arrangements inclusive of self-funded, level-funded, and fully insured plans •Proven experience executing strategic direction of analytic solutions and tools •In-depth knowledge of employee benefits programs, insurance products, and industry trends •Responsibility for executing the benefit division’s strategic direction of analytic solutions and tools •Strong analytical (quantitative and qualitative) abilities •Ability to identify modifications to existing methodologies and originate new concepts or innovation •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.

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.