Job Listings

IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.   Essential job responsibilities include but are not limited to:  - Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  - Prospects and qualifies new accounts which meet the IMA Select criteria  - Identifies target audience and builds a pipeline of prospects and centers of influence meetingthat criteria  - Gathers and organizesappropriate informationrequired to prepare marketing submissions to insurance carriers  - Enters key information into and updates the Agency CRM throughout the sales process  - Using a consultative sales approach, leads and conducts proposals for successful individuals and families  - Develops centers of influence and leads source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.  - Responsibility for the overall growth of individual book of business through new and existing client relationships  - Develops an annual business plan to meet the established premium and revenue goals as established with market leader  - Developsinto a trusted advisor to educate and advise clients and prospects  - Identifies and coordinates cross selling opportunities within IMA  - Maintains professional conduct and manner that represents IMA and IMA Select in the community  -    

What You’ll Do Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base. The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary focus of this position is to sell and renew insurance to companies in the Northeast region. - Identifies a target industry and/or market segment to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations, industry trends and upcoming developments in Group Benefits impacting target clients - Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws. - Provide in-house customer service to clients as assigned and requested. - Prepare and update account summaries as required - Coordinate 5500 filing process with the HR team - Track and manage all activities on account policies and benefits program ensuring deadlines are met and prompt resolution - Input and maintain all activities, documentation and client information in network systems in a timely and accurate manner - Provide clear direction to other team members assisting on assigned accounts - Manage day-to-day client relationships and renewal process MAJOR RESPONSIBILITIES - Researching information necessary for preparation of bid specifications; gather the information needed for renewals, and new business. - Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications. - Conduct educational open enrollment presentations to clients in person. - Self-insurance experience is a must - Shop and analyze products for small group renewals. - Proactively identifies and coordinates cross-selling opportunities with other sales units at Sinclair - Make recommendations to regarding quotes, ideas, issues, needing to be addressed. - Prepare proposals, renewal presentations and compliance documents for new and renewal groups. - Deliver renewal presentations. - Administer employee enrollments, changes, COBRA enrollments with the account management team. - Set-up and maintain client files. - Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients. - Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting. - Research claims, enrollment and billing inquiries for clients upon request. - Do special projects as determined by manager and/or supervisor.

ESSENTIAL JOB RESPONSIBILITIES (but are not limited to)  - Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.    Internal production support   - Provides technical and consultative partnership in prospect meetings with estimated annual revenue of $100,000 or more  - Supports producers with RFP technical responses, as needed  - Works with Producers and EB Leadership to set and maintain pricing standards throughout the organization.  - Delivers finalized RFP responses and producer work product assistance (RFP response strategy, assistance with technical and service questions, partnership on final deliverable)   - Supports in cross-sell opportunities with current non-EB IMA clients  - Provides internal consultation, review and expert analysis of industry-specific benefits approaches, funding review, strategies, compliance, emerging trends, and current program state analysis   - Stays abreast of cutting-edge and emerging strategies and trends as they relate to prospects and industry verticals  Revenue-generating special projects   - Creates new and innovative revenue-generating projects, including existing markets and blue ocean strategies  - Influences/ advises on the distribution and sales channels for new projects   - Contributes to sales cycle improvement for employee benefits service team members   - Assists with technical sales trainings for validated and associate producers  - Liaison between EB Market Leader(s) and production team to ensure efficient processes and teamwork  - Collaborates with the Market Leader(s), Client Advantage, and other members of the Employee Benefits leadership team to redeploy resources to best support new and refreshed business.  - Identifies lead-in opportunities for new vendor products and strategies   

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Performs administrative and complex clerical work - Processes enrollments and changes; ensures systems and information are accurate and updated in a timely manner using confidential information - Works with internal and external contacts - both verbal and written communication. - Assist clients in online enrollment solutions and enrollment changes. - Offer support for clients’ online needs - Run reports for carriers to ensure timely enrollment changes

Account Managers and Senior Acocunt Managers at IMA are integral members of our service teams, serving as strategic points of contacts for our key clients. Our Energy division is currently seeking a passionate insurance professional to join this dynamic, growing, team. Responsibilities may include but are not limited to:   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) - Partners with AE on client interactions, negotiations, technical analysis, and program design - Supports AE with new client onboarding - Building ability to anticipate problems through client or underwriter communications or industry changes - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers - Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review - Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed - Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:    - Supports and demonstrates IMA Select’s core values - Values and understands the importance of diversity, equality, and inclusion among all IMA associates. - Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.  - Cultivates and maintains excellent communication and relationships with clients and insurance carriers  - Interacts professionally and timely with clients via email, phone, and in-person  - Develops remarketing strategy in accordance with client servicing standards and market changes  - Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.  - Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations  - Assists with the onboarding and training of new associates  - Serves as a subject matter expert and provides technical expertise to staff  - Participates in cross-selling new lines of coverage or services on existing accounts  - Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy  - Attends education classes in combination with individual study programs to expand technical coverage knowledge 

Primary (Essential) Functions: - Assist producers in handling and processing of new and renewal commercial lines business. - Provide in-house customer service to clients as assigned and requested.   Major Responsibilities - Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. - Maintain marketing sheet and update in Applied Epic. - Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed, if necessary). - Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into Epic and complete Loss Data & Large Loss Summary. - Check new and renewal policies for accuracy in rating, coverages, signatures, and input into Epic. - Ensure that these items are delivered and/or mailed to the client. - Scan and process endorsements, cancellations, and audits as required. - Receive and handle phone calls, emails, and faxes from clients and companies regarding coverages, certificates, or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary. - Must respond to all client emails and phone calls by the end of the day on date received. - Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. - Be familiar with and follow agency E&O guidelines. - Maintain electronic files in an orderly, up-to-date manner. - Perform special projects at management’s request. - Hybrid role

ESSENTIAL JOB RESPONSIBILITIES:   - Supports and demonstrates IMA’s core values   - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.   - Interact professionally and timely with clients via email, phone and in-person   - MARKETING/RFPs  - Reviews department BOB to include review and preparation of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally  - Collect,manageand review proposals   - Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation    - RENEWALS  - Request renewals for all lines of coverage  - Responsible to ensure target renewal release dates are met by carriers  - Initial review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive  - Provide recommendations to Account Executive  - PARTNERSHIP & NEGOTIATION  - Take direction from Account Executive in all negotiationswith carriers    - Build relationship with carrier and vendor partners  - UNDERWRITING & ANALYSIS  - Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive   - Preparation of IBNR calculations for self funded clients - Perform underwriting for dental and vision plans   - REPORTING  - Manage outsourcing and ensure reporting needs are met  - Update monthly claims report for clientsproviding written and oral summary of findings  - Build custom financial/utilization reports when needed   - PRESENTATION - Prepares client presentations and presents in from of client with provided direction from Account Executive - TRAINING & MENTORSHIP - Provides mentorship  to analyst and performs technical review of work 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization - Helps design and then administers HR policies and procedures in large and/or complex markets - Responsible for building and maintaining successful relationships with leaders throughout assigned market(s), including Presidents and Executives, in order to gain understanding of business goals and opportunities for partnership - Serves as a trusted advisor to all managers and leaders throughout assigned market(s) - Researches business, market, and HR trends, continually expanding knowledge in both the business and HR - Continually monitors employment law and legal requirements for their assigned market(s) - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Leads risk management for all personnel issues within assigned market, working with Director of HR and Business Partnership and General Counsel as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Helps drive engaging onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Partners with managers on workforce planning and career development within teams - Serves as a support and resource for senior leaders regarding succession planning needs - Gives insightful guidance to managers regarding complex compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Mentors, leads, and/or manages HR Business Partners and/or Recruiters, providing appropriate coaching, direction, and development - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Must be present in the office in-person a minimum of 3-4 days per week in both Harrison, NY and Manhattan offices.  

Essential job responsibilities include, but are not limited to: - Financial Tracking and Reporting: - Develop and maintain renewal pro-forma and regular performance reporting, identify and reconcile accounting differences, and prepare premium, exposure, and loss exhibits - Develop processes to track and monitor premiums, taxes, expenses, exposures and claims - Verify and validate data to assure accuracy of reports produced - State Self-Insurance Pools: Perform inhouse accounting functions, including bank and  investment accounts, preparation of checks, financial reports and reconciliation; preparation of monthly financial reports for clients and board members.  Prepare quarterly and financial reports for regulators; and liaison with financial institutions - Underwriting and Rating: - Work within established underwriting processes from Compliance and Underwriting Manager, determine the eligibility of risk, apply rating and pricing methodologies, and determine coverage terms  - Work at direction of Compliance and Underwriting Manager to be responsible for account servicing needs during the policy year including rating, quoting, binding, and issuing policies and endorsements.  - Accountable for maintaining account files including rating systems, core files and transactional files - Maintain program underwriting logs and production statistics as needed - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion

IMA's Employee Benefits Team is seeking an Analyst II to join our Wichita Market team! This position plays a pivotal part in employee benefits marketing and request for proposal process, renewals, third party partnerships and consultations, and underwriting, data analysis.    Responsibilities include but are not limited to: - Prepare request for proposals (RFP) for all administrative services only (ASO) and fully insured submissions to market with direction - Collect, lead, and review proposals - Update marketing results in Excel to ensure accuracies for internal use and client presentations - Request renewals for all lines of coverage and ensure target renewal release dates are met by carriers - Review all plans, cost, and contract terms within renewal based on information provided - Provide recommendations and work closely with Account Executives in discussions with carriers - Establish relationships with carrier and vendor partners - Conduct analysis of benchmarking, contributions, network disruption, and GeoAssess and lead outsourcing and ensure reporting needs are met - Perform underwriting for dental and vision plans - Update monthly claim's report for clients and provide summary of findings - Build custom financial and utilization reports when needed - Maintain and apply appropriate systems for job functions as determined by department - Effectively manage multiple projects while meeting timelines - Handle confidential information with tact and discretion - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.   Responsibilities for this role include, but are not limited to:  - Support in winning new business and set up of new accounts - Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents - Prepare for and facilitate meetings with key IMA stakeholders and clients - Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals - Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services - Develop and maintain carrier relationships - Manage a book of business greater than $1.3 million in revenue - 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels - 10% + of time is spent supporting producers in winning new business - Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy - Structure a strong, long-term partnership with assigned clients - Offer client and internal team management and coaching as appropriate - Work closely with internal ancillary teams to ensure client and company success - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

We are seeking an Account Manager to join our growing Global Property & Casualty team! This position will provide support to IMA's Global Property & Casualty Team and customers through the entire life cycle. A successful applicant must have professionalism, possess self-direction, manage client relationships, and strong communication and problem solving skills. This position is eligible for remote work!   Responsibilities include, but are not limited to: - Prepare and market global renewal submissions, including gathering information and the marketing and delivery of submissions to underwriters - Communicate binding instructions for foreign package polices, controlled master programs, employee benefits plans, and check policies for accuracy - Requests loss runs from carriers and international broker partners - Verify and reconcile accuracy of premium and commissions - Responsible for policy and information entry of reverse flow accounts for partner data systems and the creation of account comparison spreadsheets and summaries for all sold and bound coverages - Interact professionally and timely with clients via email, phone, and in-person - Respond in a timely, accurate and friendly manner to Producers, Account Executives, Account Managers and other internal associates - Support the team by participating in the completion of all duties required to complete a project and service an account - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

  - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Handles escalated claim issues for all clients timely and efficiently. - Able to document all interactions with members via internal processes. - Able to participate in client meetings such as health fairs and open enrollment. - Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols. - Able to develop an understanding of benefit policies and can educate members on how their plans work. - Assists AM team during open enrollment to answer member questions. - Works with Employee Education Lead to create employee education content flyers and presentations. - Understands HIPAA and communicates with members in compliant methods. - Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person. - Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail. - Supports Account Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner. - Performs special projects as assigned.

- Responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team. This position will serve existing clients as well as prospective clients.   The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator. - Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients. - Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year. - Manage client requests from inception to completion with limited direction. - Prepare materials and attend all client meetings as an active member of the client service team. Develop action items from meetings and follow through to completion. Document meetings and client decisions. - Identify client issues and trends as they surface and suggest solutions. - Manage the renewal process from start to finish including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork. - Actively manage and oversee the implementation process for new benefits and carrier changes. - Prepare written communications such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries. - Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what’s changing. Prepare open enrollment presentations and communications to meet client needs. - Develop and maintain professional relationships with vendor partners and clients. - Provide employee advocacy services to clients including personalized and confidential eligibility, billing and claim support. - Review insurance documents, contracts and SPDs for accuracy. Provide peer review support to other team members work products. - Assist clients to comply with various federal, state and insurance company requirements including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc. in conjunction with client service team. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients.   #LI-JS1

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associate - Provide quality professional service to clients in all aspects and phases of existing insurance accounts - Keep Sales Executives fully informed of all important activities on their accounts. - Monitor expiration list for client accounts and initiate renewal process. - Provide comprehensive marketing of new and renewal business and develop market strategy as required; account placement from start to finish without direct supervision. - Develop, coordinate and pull together client and insurance company presentations. - Provide accurate information to underwriters and respond to client requests. - Perform all tasks in the day-to-day servicing and maintenance of Sales Executive’s book of business in a timely, accurate and professional manner. - Check new and renewal policies for accuracy, based on proposals, applications and expiring policies. - Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. - Participate in meetings, seminars and classes for skill and knowledge development - Effectively communicates client updates to appropriate team members - Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

Essential job responsibilities include but are not limited to: - - Serves as the firm-wide resource for all RIA risk & compliance topics - Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks - Serves as named Chief Compliance Officer for regulated entities within IMA Advisors - Works closely with leadership of all RIA functions to ensure that systems and processes are designed with operational and compliance requirements in mind - Starts from a solution-focused posture, focusing on how to achieve business results within legal and regulatory requirements - Carefully balances a partnerly, service-minded relationship with operational staff and an independent, risk-minded stance on behalf of firm leadership - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands compliance infrastructure to new markets - Selects and manages 3rd party partners to enhance compliance capabilities - Progresses role in conjunction with firm growth, and provides ongoing assessment of compliance resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide compliance opportunities and to support divisional growth - Training - Works with 3rd party partners and RIA staff to assess and deliver training programs in multimedia formats, and develops and maintains training courses and content - Onboards new advisors and teams to IMA compliance programs - Is primary resource for compliance questions - Analysis - Conducts periodic analysis of client accounts to identify potential compliance issues - Conducts departmental analysis of compliance program elements to identify problems and opportunities to improve efficiency and effectiveness - Researches and recommends new compliance program features/upgrades and coordinates resulting implementation - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc compliance reports for RIA and IMA Advisors management, IMA finance, and general business decision support - Assists advisors with client-specific reports and requests - Drives business analytics on firm’s entire book of business to identify trends, concerns and opportunities

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met    

- Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  - Client Management  - Leadsboth long- and short-term strategic consultation and planning efforts for client benefit program  - Ensures programs and plan design are in alignment with all applicable regulatory requirements  - Utilizesintermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team  - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting  - Carrier and Vendor Relationships  - Develops strong carrier and vendor relationships to support and participate in negotiation and advocacy during client coverage placement and renewal process  - Utilizes internal subject matter experts and practice leaders to bringcurrent and emerging markets and products, and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning  - Production Partnership  - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate  - Participates in the developmentof prospect requests for proposals (RFPs), providing personnel responses and other information as requested  - Partners with production staff to ensure compensation received is properly executed  - Internal Resource  - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division  - Strong commitment to participation in department or agency-wide committees  - People Management  - Manages the work of the segment and assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations   - Facilitates segment team meetings, communicating division information   - Participates in the hiring process for direct reports as well as additional department hires   - Serves as a mentor and coach for members of the segment as needed   - Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met     #LI-JS1

Primary Role:  Responsible for producing and maintaining the financial review of client’s employee benefits for a book of business of mid-size and large self-insured clients as part of a client service team.  This position will serve existing clients as well as prospective clients.  The ideal candidate will be a team player with a strong aptitude to problem solve, attention to detail, negotiate, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator.   Essential Job Functions: - - Provide an in-depth summary and analysis of client’s monthly experience and quarterly utilization for fully-insured and self-insured groups for all different platforms. - Ability to lead and mentor junior Analysts  - Produce renewal projections for all clients with experience, both fully-insured and self-insured. - Order the DMW while providing an overview of the annual report and evaluating utilization patterns through drill downs. Present suggestions of ways to help improve utilization and overall cost of the plan. Write an accompanying executive summary. - Use the actuarial model within Zywave/DMW to develop plan modifications. - Extract benefit and rates for preparation of renewal from carrier contracts and illustrate within Excel proposals. - Request and evaluate renewals for fairness and accuracy. - Market group benefits when necessary. - Illustrate benefit modification and alternate contribution scenarios. - Perform stop-loss renewal analysis and negotiations - Create COBRA rates; provide IBNR updates - Perform network discount and PBM analyses - Provide peer review support to client team members. - Negotiate with carriers on clients behalf. - Ability to be resourceful and creative in providing solutions for the client to help control costs while continuing to offer competitive options. - Attend client meeting and participate in presentation. - Serve as an internal resource for specific analytical work for fully insured groups. - Develop and maintain carrier and client relationships. - Assist in training new employees and help to develop and maintain team processes. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients. - Keep pulse on marketplace to monitor trends and identify new products and solutions. #LI-JS1