Manager, Insurance Operations & Partnership Engagement

Job Locations US-CO-Denver | US-TX-Dallas | US-CA-Pasadena | US-KS-Wichita | US-WA-Bellevue | US-KS-Overland Park | US-OR-Portland | US-OR-Springfield

Job ID 2024-4090

Posted Date 2/9/2024

Department Employee Benefits

Operations Manager is responsible for supporting, identifying, maintaining and implementing operational best practices nationally for Employee Benefits, keeping in alignment with the long-term strategic plan. Key areas of focus for this position will include management of agency management system (AMS) and all related workflows and processes, supporting onboarding of new acquisition partners and managing employee benefits AMS migration for new acquisition partners.

Assists with the execution of multiple agency acquisitions each year.
• Works closely in collaboration with the Partnership Engagement Leaders and National Employee Benefits Leaders to plan, coordinate and execute employee benefits integration strategies for newly acquired entities.
• Prepares and contributes to communications and documents to implement process and structure with new acquisitions.
• Perform tasks, activities and presentations on implementation plans as directed by management.
• Leads employee benefits AMS migration for new agency acquisitions in close collaboration with and at the direction of the retail partnership engagement team.
• Aids and consults with IT on system data integration.
• Conduct on-site and virtual Business Operations Analysis for new partners.
• Conduct on-site and virtual AMS training for new partners.
• Makes Employee Benefits related workflow decisions and recommendations, ensuring consistency with national requirements while also allowing flexibility for unique market needs.
• Serve as AMS system and outsourcing liaison for Benefits projects and initiatives as prioritized by Benefits leadership and enterprise operations group.
• Participate in projects and the evaluation and implementation of workflows and AMS features to ensure maximum operational efficiency and continuous improvement.
• Responsible for the development, implementation, training, and management of standard operating procedures related to AMS.
• Ensure and manage data quality.
• Involved in evaluation of new systems and technology related to AMS.
• Assists in the development and utilization of standardized reports via AMS or Power BI.
• Trusted advisor and resource to teams related to operational functions.
• Liaison to outsourced operational partners and provide recommendations related to utilization, staffing, workflows/processes, training, task management and process improvements to maximize staff use and improve margin.
• Collaborates with and influences key stakeholders across the organization.

• 5+ years of similar or related experience, with knowledge of the employee benefits insurance industry.
• Advanced knowledge of agency management systems software, preferably Applied Epic.
• Experience with MS Office products required.
• Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment is required.
• High level of integrity and strict adherence to protecting confidential information is required.
• Excellent strategic, critical thinking and problem-solving skills
• Understanding the big picture, with an eye for detail.
• Process driven and highly organized.
• Excellent oral and written communication and interpersonal skills.
• Experience in the operational integration of mergers & acquisitions is preferred.
• Limited travel required (15%).
• Bachelor's Degree preferred or equivalent experience.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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. In addition to our robust benefits package, the hiring range for this position is $83,000 - $120,000. While this is the targeted range, final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

• 2021 Wichita Business Journal's Fastest Growing Companies List