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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

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