Director, Financial Strategy

ESSENTIAL JOB RESPONSIBILITIES

include but are not limited to:

• 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

• Manages regional financial strategy team leads, providing clear communication of expectations, established time frames, 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

include but not limited to:

• 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…