Lead Financial Consultant (Employee Benefits - Southeast Region)

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
• People Management
• Coordinates and manages the overall work and projects of assigned analysts, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
• Assigns clients, assesses workload, and manages and organizes workflow within their team
• 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
• Assists with national and local office meetings, communicating information and updates
• In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets
• Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
• Interacts with client executives and client managers to ensure work quality across all functions
• Financial Strategy, Underwriting, and Data Analysis
• Maintains a book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
• Provides customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs
• Provides underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans
• Performs 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
• Marketing, renewals, and partnership
• Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
• Reviews department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met
• Negotiates with carriers based on the targeted goals
• Engages and builds key carrier and vendor relationships
• Presentation
• Takes lead in client presentation of financial discussions and presents findings in meetings
• Supports sales presentations as local analyst subject matter expert for key opportunities

REQUIRED EXPERIENCE AND SKILLS 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 (10% - 25%)
• 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
• Demonstrates ability to manage and mentor analysts
• 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

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