Lead Financial Strategist (Employee Benefits - Southeast Region)
IMA Financial Group(5 days ago)
About this role
A senior manager-level role within IMA Financial Group’s benefits analytics function focused on leading a team that supports client portfolios across self-funded, level-funded, and fully insured plans. The position acts as a local subject-matter expert on benefits analytics, underwriting, and financial strategy while supporting departmental initiatives and client engagement.
Required Skills
- People Management
- Leadership
- Financial Analysis
- Underwriting
- Data Analysis
- Benchmarking
- Negotiation
- Presentation
- Excel
- Project Management
+5 more
Qualifications
- Bachelor's Degree
- Life and Health License
- Continuing Education Requirement
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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