Senior Client Executive

IMA Financial Group

$90K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Active Life & Health License required
  • 10+ years of relevant experience in client relationship management
  • Expertise in architecting enterprise-level service models
  • Strong knowledge of market trends and strategic foresight
  • Proven ability to handle complex funding models

Responsibilities

  • Oversee a critical, high-value book of business across multiple markets
  • Shape the client relationship and lifecycle strategy
  • Network with carriers and direct report clients to build relationships
  • Own strategic outcomes for high-stakes initiatives
  • Direct team development and mentor senior leaders
  • Serve as a subject matter authority in shaping organization strategy

Benefits

  • Annual Performance Bonus
  • Stock Purchase options
  • Comprehensive Medical, Dental, and Vision Plans
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • 401(k) plan with employer contribution
  • Generous Paid Time Off and Paid Holidays
  • Flexible work options to enhance work-life balance
  • Well-Being Stipend for health and wellness pursuits
  • Professional development opportunities through training and education
  • Gift matching program for charitable contributions
Full Job Description
ROLE DESCRIPTION
Provides executive-level leadership for the organization's most critical and strategically significant client relationships. This role shapes enterprise-wide benefits strategy, leads large or multi-market teams, and represents the Employee Benefits function in executive and strategic leadership forums.

ESSENTIAL JOB DUTIES include but are not limited to:
• Book of Business: Oversight of critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive-level service and custom strategic delivery.
• Shapes the overall client relationship and lifecycle strategy.
• Networks and builds relationships with carriers and direct report clients.
• Owns strategic outcomes for high-stakes initiatives with measurable enterprise value.
• Directs department or team development and mentors across functions (including senior leaders).
• Serves as a recognized subject matter authority shaping long-term organization strategy.

KEY STRENGTHS AND TRAITS include but are not limited to:
• Composure & resiliency
• Leadership maturity
• Enterprise influence
• Strategic judgement

QUALIFICATIONS
• Active Life & Health License
• 10+ years relevant experience
• Ability to architect enterprise-level service models and strategic delivery frameworks
• Expert-level market knowledge and trend foresight - ability to leverage and shape enterprise strategy

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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