Director, Employee Benefits Financial Strategy

This is a fully remote position, open to applicants in California, +8 more states.

📋 Description

• Oversee the regional financial strategy team leads, encompassing expectations, timelines, progress updates, and performance assessments.

• Manage the workload, projects, and staffing strategies for assigned analysts and clients.

• Offer feedback and foster the professional development of service team members.

• Engage in the recruitment of direct reports and departmental personnel.

• Facilitate national financial strategy service meetings and design training curricula.

• Identify and execute quality standards, best practices, peer review criteria, and enhancements in service delivery.

• Mentor financial strategists while promoting associate development and local expertise growth.

• Collaborate with market leaders and national leadership to uphold work quality.

• Introduce innovative products and services in conjunction with established financial strategy processes.

• Review and mentor work for complex self-funded, level-funded, and fully insured clients.

• Create and present standards for benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR.

• Examine book-of-business trends and client/prospect needs, relaying insights to leadership and strategic partners.

• Assist with marketing template revisions, RFP submissions, data management, and intricate marketing evaluations.

• Conduct financial analysis for fully insured, TPA, stop loss, and PBM offerings.

• Negotiate with national carrier partners and cultivate relationships with carriers/vendors.

• Establish communication strategies for presenting financial strategy to clients.

• Advocate for new initiatives and growth opportunities to national and market leadership.

⛳️ Requirements

• A minimum of 10 years of relevant experience.

• Bachelor's degree or equivalent experience is preferred.

• Proficient in Microsoft Office Suite, with advanced knowledge of Microsoft Excel.

• Experience in management or leadership roles.

• Must secure and maintain a Life and Health license through ongoing education requirements.

• Some travel is required, approximately once a month.

• Responsible for implementing the benefit division’s strategic direction regarding analytic solutions and tools.

• Strong quantitative and qualitative analytical skills.

• Ability to adapt existing methodologies and introduce new initiatives.

• Capability to manage and mentor seasoned professionals.

• Ensure accuracy in analysis and adherence to peer review best practices.

• Ability to perform effectively under pressure, across multiple workstreams, and with tight deadlines.

• Excellent communication and presentation abilities.

• Competency in management and leadership.

• Strong financial acumen.

• Self-directed and professional demeanor.

• Adaptability and flexibility.

• Proficient in problem-solving.

🏝️ Benefits

• 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 coverage

• Critical Illness coverage

• Hospital Indemnity

• Long Term Care

• Short-term Disability

• Long-term Disability

• Business Travel Accident

• Identity Theft protection

• Paid Time Off

• Flexible Work Options

• Paid Holidays

• Sabbatical

• Gift Matching

• Well-Being Stipend

• Personal and Professional Development

• Part ownership through IMA’s ownership business model