Employee Benefits Analyst - Regional Team Lead

November 8

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 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.