Director, Employee Benefits Financial Strategy

Posting timeline: 8/05/2026 – 9/05/2026.

Responsibilities

• Supports and demonstrates IMA’s core values, emphasizing diversity, equity, and inclusion.
• 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 to support their professional development and ensure client expectations are met.
  • Participates in the hiring process for direct reports and additional department hires.
• National Leadership:
  • Leads national financial strategy servicing meetings, planning training curriculums, and communicating updates.
  • Identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards.
  • Recognizes and implements initiatives to improve financial strategy service offerings.
  • 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.
• Underwriting & Analysis:
  • Acts as peer review and mentor for a national book of complex self-funded, level-funded, and fully insured clients, providing financial reporting and strategic leadership.
  • Develops and delivers servicing standards related to financial strategy, including benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR.
  • Performs high-degree analysis to provide best-of-breed (BOB) trends or specific prospect/client needs, summarizing data for communication with national leadership and strategic partners.
• Marketing, Renewals, and Partnership:
  • Reviews team needs to assist with marketing template updates, RFP submissions, data collection and management, and individual review of complex marketing.
  • Executes standard processes for financial analysis of marketing offerings, including fully insured, TPA, stop loss, and PBM coverages.
  • Negotiates with national carrier partners based on 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.

Requirements

• 10+ years of similar or related experience.
• College graduate preferred (4-year degree or equivalent experience).
• Proficient with MS Office Suite, with in-depth knowledge of Microsoft Excel.
• Managerial or leadership experience.
• Attains and maintains Life and Health license 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.

Skills

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

Pay

Salary Range: $200,000 USD – $225,000 USD.

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

*These benefits do not apply to internship roles.