Senior Client Executive

IMA Financial Group

$161K — $215K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in a related field
  • Expertise in strategy execution and business acumen
  • Positive mindset with a focus on collaboration
  • Ability to adapt and improve organizational effectiveness under stress
  • Advanced proficiency in MS Office Suite
  • Strong written and verbal communication skills
  • Life and Health licensure required
  • Preferred 4-year degree in business or related discipline

Responsibilities

  • Support and promote IMA's core values
  • Lead strategic consultation for client benefit programs
  • Align programs with regulatory requirements
  • Analyze claims data to provide insights to clients
  • Develop strong relationships with carriers and vendors
  • Co-facilitate meetings with production staff
  • Coordinate and manage work of assigned associates

Benefits

  • Annual performance bonus
  • Stock purchase options
  • Comprehensive medical plans
  • Family assistance programs
  • 401(k) with company match
  • Flexible work options
  • Personal and professional development opportunities
  • Sabbatical and gift matching programs
  • Health club reimbursement
  • Paid time off and holidays
Full Job Description
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
  • Client Management
    • Leads both 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
    • Utilizes advanced knowledge of actuarial computations 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 and leads negotiation and advocacy efforts during client coverage placement and renewal process
    • Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients' stated goals through a commitment to continuous learning
  • Production Partnership
    • Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
    • Develops and submits technical responses to prospect requests for proposals (RFPs).
    • Ensures compensation received is accurate and properly executed
  • Internal Resource
    • Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
    • Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
  • People Management
    • Coordinates and manages 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
    • Serves as a mentor and coach for account executives as needed
    • Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • 5+ years of similar or related experience required
  • Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
  • Demonstrates positive mindset and ability to optimize performance through collaboration
  • Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
  • Demonstrates advanced skills with MS Office Suite
  • Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
  • Attains and maintains Life and Health licensure
  • 4-year degree in business or related discipline preferred

COMPETENCIES & TRAITS:
  • Building relationships
  • Self-Direction
  • Manage Client Relationships
  • Interpersonal skills
  • Problem Solving

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

#LI-AG1

Salary Range

$161,000-$215,000 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.

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