Technical Employee Benefits Consultant - IMA Financial Group

What You Will Do

• Maintain a small but diverse book of complex self funded and provide both financial reporting and strategic leadership
• Manage and organize workflow within our emerging markets and between market units
• Assist National Practice Lead with maintaining shared underwriting and financial analysis tools
• Mentorship and training of analysts and senior analysts in our emerging geographic markets, with potential for direct people management
• In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets
• Support Account Executives and Producers in our growing markets when solicitating new business
• Regularly identify opportunities to ensure quality standards, including implementation of best practices and peer review standards
• 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
• Review department 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, determines trends, sets expectation and provides communications internally and externally
• Negotiate with carriers based on the targeted goals
• Engage and build key carrier and vendor relationships
• Perform 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
• Lead client presentation of financial discussions and presents findings in meetings
• Support and demonstrate IMA's core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

You Should Have

• Bachelor's Degree or equivalent experience
• Proven experience as a Technical Consultant or Analyst or similar role in the employee benefits brokerage industry for 8+ years required
• Attain and maintain applicable state Life and Health License in accordance with IMA standards
• Willing and able to travel 6-8 times per year required 
• 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
• Previous managerial or leadership experience preferred
• Demonstrate ability to develop training for analysts
• In-depth knowledge of employee benefits programs, insurance products, and industry trends
• Exceptional client service orientation with a focus on building long-term relationships
• 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

The anticipated posting timeline for this opportunity is 06/28/2024-07/28/2024.

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