Senior Director, Employee Benefits Strategy

IMA Financial Group, Inc.; Saint Petersburg (FL); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental and Vision

Job summary

IMA Financial Group, Inc. invites an accomplished leader to oversee regional financial strategy teams and drive high-level client service across a broad book of business.

You will mentor analysts, set expectations, manage workloads, and participate in talent acquisition to strengthen the department. The role requires deep analytical capability, presentation skills, and a track record of improving financial strategy offerings in a national context.

Qualifications

• 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

Responsibilities

• 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

Skills

Leadership experience

Analytical abilities

Communication skills

Ability to work under pressure

Problem solving

Some travel

Education

Bachelor's degree or equivalent experience

Tools

MS Office (Excel)

Job description

IMA Financial Group, Inc. invites an accomplished leader to oversee regional financial strategy teams and drive high-level client service across a broad book of business.

You will mentor analysts, set expectations, manage workloads, and participate in talent acquisition to strengthen the department. The role requires deep analytical capability, presentation skills, and a track record of improving financial strategy offerings in a national context.