IMA Financial Group, Inc. · 4 days ago
Lead Financial Strategist (Employee Benefits - Southeast Region)
Atlanta, GA
Full-time
Onsite
Lead/Staff
10+ years expIMA Financial Group, Inc. is seeking a Lead Financial Strategist to support their Employee Benefits division. The role involves managing a team of analysts, providing financial strategy and underwriting for clients, and leading client presentations.
Financial ServicesInsuranceRisk ManagementWealth Management
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
People Management
Coordinates and manages the overall work and projects of assigned analysts, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Assigns clients, assesses workload, and manages and organizes workflow within their team
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
Assists with national and local office meetings, communicating information and updates
In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets
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
Maintains a book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
Provides customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs
Provides underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans
Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with department, teams and clients/prospects
Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
Reviews department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met
Negotiates with carriers based on the targeted goals
Engages and builds key carrier and vendor relationships
Takes lead in client presentation of financial discussions and presents findings in meetings
Supports sales presentations as local analyst subject matter expert for key opportunities
Qualification
Required
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 (10% - 25%)
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
Demonstrates ability to manage and mentor analysts
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
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase