Apply on Employer Site

IMA Financial Group, Inc. · 16 hours ago

Director of Financial Strategy - Employee Benefits

Denver, CO

Full-time

Hybrid

Senior Level, Lead/Staff

$200K/yr - $225K/yr

10+ years exp

IMA Financial Group, Inc. is an entrepreneurial company seeking a Director of Financial Strategy for Employee Benefits. The role involves managing a regional financial strategy team, leading national servicing meetings, and providing strategic leadership for complex client financial needs.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

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 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

Qualification

Financial strategyAnalytical abilitiesLeadership experienceMicrosoft ExcelLifeHealth licensePeople managementCommunication skillsPresentation skills

Required

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

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees