The Client Executive provides strategic oversight for mid-to-large, high-revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

ESSENTIAL JOB DUTIES include but are not limited to:

• Book of Business: Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies.

• Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.

• Supports prospecting efforts and collaborate with Producers on strategic growth initiatives.

• Builds and maintains strong carrier relationships to deliver optimal client outcomes.

• Develops budgets and ROI models for benefits programs.

• Coaches, mentors, and guides across Client Managers and peers.

Key strengths and traits include but are not limited to:

• Exemplary oral & written communication skills

• Executive presence & professional composure

• Strategic thinking

• Integrity

• Systems thinking; ability to manage complexity and interdependencies

• Coaching + knowledge-sharing mindset; supports the growth of others

Qualifications

• Active Life & Health License

• 5+ years relevant experience

• Self-insurance & compliance knowledge

• Technical applications skills: OE guide applications, self-funded plan structures and compliance requirements, budgets + ROI models

• Advanced understanding of market forces, funding strategies, and regulatory shifts (ability to apply)

Salary Range

$100,000-$200,000 USD

Compensation & Benefits

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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the 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.

*These benefits do not apply to internship roles.