Be an early applicantLess than 25 applicants

Company

IMA Financial Group, Inc. · 18 hours ago

Employee Benefits Analyst Specialty Practice Team Lead

United States

Full-time

Remote

Senior Level, Lead/Staff

$145K/yr - $170K/yr

10+ years exp

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Responsibilities

Maintain a book of complex account in our National Specialty Practices book of business, primarily in our National Accounts and Government and Taft Hartley specialties

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, rates & contributions, 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 National Specialty Practice 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

Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process, utilizing National Specialty Practice peers and/or leadership as necessary

Coordinate with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients' stated goals through a commitment to continuous learning

Experience leading & participating in new carrier implementations across multiple benefit lines such as medical, Rx, dental, vision, life/disability/leave, etc.

Take lead in client presentation of financial discussions and presents findings in meetings

Support sales presentations as National Specialty Practice 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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Technical ConsultantEmployee Benefits BrokerageHealth LicenseTeam ManagementMicrosoft Office SuiteAdvanced ExcelPowerPointComplex Funding ArrangementsBusiness AcumenOrganizational Effectiveness

Required

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. 1-4x per month required depending on associate location

Proficient in using Microsoft Office suite with advanced skillset and in-depth knowledge of Excel and PowerPoint required

Must have strong knowledge of all types of complex funding arrangements inclusive of self-funded, level-funded, and fully insured plans

Demonstrate above average business acumen related to strategy execution, interdependencies, and decision consequences

Demonstrate positive mindset and ability to optimize performance through collaboration

Demonstrate consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness

Demonstrate strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions

Strong analytical (quantitative and qualitative) abilities

Responsibility for accuracy of analysis and peer review best practices

Ability to perform well under pressure, on multiple work streams, and with tight deadlines

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

1,001-5,000 employees