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Job description
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
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
National leadership
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
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
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
Presentation
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
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 (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
COMPETENCIES & TRAITS:
Management/Leadership
Self-Direction
Professionalism
Agility/Flexibility
Problem Solving
The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.
Salary Range: $200,000 USD - $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 USD - $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 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 USD - $225,000 USD
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
Well-Being Stipend
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.
*These benefits do not apply to internship roles.
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
Business Insurance Magazine – Best Places to Work in Insurance
US Insurance Awards – Community Outreach Project of the Year
U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
Inc. Magazine Best Workplaces
Inc. 5000 – List of Fastest Growing Companies
Alaska Journal of Commerce – Best Workplaces in Alaska
Charlotte Business Journal – Best Places to Work
Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
Connecticut Top Workplaces
Dallas Business Journal – Best Places to Work
Denver Business Journal – Best Places to Work
Denver Business Journal – Fast 50
Kansas City Business Journal – Best Places to Work
Los Angeles Business Journal – Best Places to Work
Puget Sound Business Journal – Washington’s Best Workplaces
Tampa Bay Times – Best Workplaces
The Salt Lake City Tribune Top Workplaces
Utah Business – Best Places to Work
Wichita Business Journal – Best Places to Work
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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.