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IMA Financial Group

Insurance, risk management, and wealth advisory

Director – Employee Benefits Financial Strategy

InsuranceConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 10 years of similar or related experience.
  • A college degree or four-year degree is preferred; equivalent experience is acceptable.
  • Proficiency with Microsoft Office, including in-depth knowledge of Microsoft Excel.
  • Managerial or leadership experience.
  • Ability to attain and maintain a Life and Health license through continuing education.
  • Some travel is required, approximately once monthly.
  • Strong quantitative and qualitative analytical abilities.
  • Ability to identify modifications to existing methodologies and implement new initiatives.
  • Ability to manage and mentor experienced professionals.
  • Responsibility for accurate analysis and peer-review best practices.
  • Ability to perform well under pressure, manage multiple work streams, and meet tight deadlines.
  • Advanced communication and presentation skills.

Responsibilities

  • Demonstrate IMA’s core values and the importance of diversity, equity, and inclusion among associates.
  • Interact professionally and promptly with clients by email, phone, and in person.
  • Manage regional financial strategy team leads by communicating expectations and timeframes, requesting regular progress updates, and conducting annual performance evaluations.
  • Coordinate metrics and processes for managing and assigning workload and projects to analysts.
  • Coordinate staffing plans and client assignments with regional leads, assessing workload.
  • Provide service-team members with feedback to support their professional development and ensure client expectations are met.
  • Participate in hiring direct reports and additional department hires.
  • Lead national financial strategy servicing meetings, plan training curricula, and communicate information and updates.
  • Identify opportunities to ensure quality standards, including implementing best practices and peer-review standards.
  • Identify and implement initiatives to improve financial strategy service offerings.
  • Mentor financial strategists to support associate growth and local expertise development in client relationships.
  • Work with market leaders and national leadership to ensure work quality across functions.
  • Implement innovative products and services alongside existing financial strategy processes and service offerings.
  • Peer-review and mentor a national book of complex self-funded, level-funded, and fully insured clients, providing financial reporting and strategic leadership.
  • Develop and deliver financial strategy servicing standards, including benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and incurred but not reported (IBNR) analysis.
  • Analyze book-of-business trends and prospect or client needs, summarizing data in writing and through conversations with national leadership and strategic partners.
  • Review team needs and assist with marketing template updates, requests for proposals, data collection and management, and individual review of complex marketing.
  • Execute standard processes for financial analysis of marketing offerings, including fully insured, third-party administrator, stop-loss, and pharmacy benefit manager coverages.
  • Negotiate with national carrier partners based on targeted goals.
  • Engage and build relationships with key carriers and vendors.
  • Determine communication strategies for delivering financial strategy to a diverse book of clients.
  • Champion new initiatives and growth opportunities with national and market leaders.
  • Execute the benefit division’s strategic direction for analytic solutions and tools.

Desired Qualifications

  • A college degree or four-year degree.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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