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Director, Employee Benefits 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 timeframes, 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

• 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 pressure, on multiple work streams, and with tight deadlines
• Advanced communication and presentation skills

• Management/Leadership
• Self-Direction
• Professionalism
• Agility/Flexibility
• Problem Solving

The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.

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Salary Range

$200,000—$225,000 USD

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

$200,000—$225,000 USD

If this role is hired in Los Angeles County, CA the following applies:

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles