IMA Financial Group, Inc.

Financial Planning and Analysis

• 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 internal and external clients via email, phone and in-person
• Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
• Interacts with client executives and client managers to ensure work quality across all functions
• Participates in and leads national initiatives, including development of tools and templates, documentation, and best practices
• Assists with national and local office meetings, communicating information and updates
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Supports national initiatives to develop and maintain strategic underwriting and financial strategy tool development
• Utilizes actuarial modeling tools in support of client work across the local book of business
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Prepares client presentations and presents in front of client as part of team with Client Executive, Client Manager, and various subject matter experts
• In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development in emerging markets
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

Senior Financial Consultant – Employee Benefits Data & Insights