Employee Benefits Analyst Regional Team Lead

What You Will Do

• Maintain a book of complex self-funded, level funded, and fully insured clients, provide both financial reporting and strategic leadership
• 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, 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
• 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 department 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
• Take lead in client presentation of financial discussions and presents findings in meetings
• Interact professionally and timely with clients via email, phone and in-person
• Support sales presentations as local 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

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 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. 1x per month required
• Must be located in Pacific Standard Time (PST)
• 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
• Proven experience executing strategic direction of analytic solutions and tools
• In-depth knowledge of employee benefits programs, insurance products, and industry trends
• 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

LI-REMOTE

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$155,000 $185,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following :

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.

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.