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IPBC Financial Program Manager
Exempt. Starting salary $70k dependent upon qualifications. Position requires regular travel and two in-person office days per week.
Job Summary:
The IPBC Financial Program Manager provides data-driven informed decision making and oversight of critical financial reporting processes and ensures accurate and timely execution of budgetary and underwriting activities that support the Cooperative. This role collaborates with IPBC Leadership, staff and vendor partners to collect, analyze and interpret complex financial and operational data and is a key collaborator supporting the marketing and implementation process for new members.
Supervisory Responsibilities:
- None
Duties/Responsibilities:
- Collaborates with and supports IPBC Leadership staff to understand project objectives and to identify relevant data, metrics, and deliverables.
- Collects and analyzes specified data from various sources, which may include IPBC Staff, Service Team and Vendor Partner subject matter experts, surveys of reports and forecasts, personal observations, budgetary documentation and other appropriate resources.
- Assists with development and analysis of monthly member financial reporting, year-end audit data collection and processing, administrative and wellness budgets and annual renewal.
- Assists in the preparation and distribution of monthly and project-based financial reports that identify, explain, and evaluate financial and benchmarking trends.
- Takes proactive steps to minimize delays in completion of tasks and regularly communicates with management regarding the program’s status and any problems or potential problems.
- Responsible for new member underwriting process and serves as the liaison to outsourced IPBC underwriter during marketing and implementation process.
- Responsible for ensuring project-based member implementation tasks are completed for incoming IPBC members within benefits administration system including oversight of the guided implementation process and clear communication with key service team personnel to ensure smooth transition from implementation to ongoing support.
- Leads all issue resolution efforts with IPBC vendors for new member implementations.
Serves as backup for key IPBC staff. - Performs other duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Strong leadership skills.
- Ability to function well in a high-paced and at times stressful environment.
- Proficient with Microsoft Office Suite or related software.
Education and Experience:
- Bachelor’s degree or equivalent education and experience is required. Finance or related field preferred.
- A minimum of five years’ experience in financial analysis, risk pooling, multi-employer benefit programs, the health insurance industry, and/or municipal government is preferred.
- Valid Illinois Insurance Producers License beneficial but not required.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Must have a valid Illinois driver’s license.
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