About the job
Key Responsibilities:
- Embrace and exemplify IMA's core values in all interactions.
- Champion diversity, equity, and inclusion within the IMA team.
- Engage professionally with both internal teams and external clients through various communication channels.
- Oversee and nurture a team of analysts, ensuring clarity in expectations, project timelines, and performance assessments.
- Manage client assignments and streamline workflow within the team.
- Provide constructive feedback to team members to foster their professional development and meet client expectations.
- Participate in the recruitment process for team members.
- Assist in organizing and communicating updates during national and local office meetings.
- Mentor team members, fostering their growth and enhancing local expertise, particularly in emerging markets.
- Identify and implement quality improvement opportunities, best practices, and peer review standards.
- Collaborate with client executives to maintain high-quality service delivery.
- Financial Strategy:
- Lead strategic financial consulting initiatives regarding employee benefit plans.
- Communicate technical analyses to clients to highlight cost projections and risk management strategies.
- Drive process enhancements and support innovative approaches within the local team.
- Contribute to national strategies for developing underwriting and financial tools.
- Utilize actuarial modeling tools effectively to support client engagements.
- Marketing/RFPs:
- Prepare and manage Requests for Proposals (RFPs) for self-funded TPA and stop-loss submissions, guided by Client Executive directions.
- Collect and evaluate proposals from self-funded TPA and stop-loss marketing activities.
- Maintain accurate marketing results in spreadsheets for internal and client presentations.
- Renewals:
- Lead the review process for fully insured medical and self-funded TPA and stop-loss renewals, focusing on plans, costs, contributions, and contractual terms.
- Provide insightful recommendations to clients regarding renewal analyses.

