Role Description

Oversees highly complex or strategically significant client relationships and delivers high-touch, advisory service. This role leads complex engagements and may mentor staff or support market-level initiatives.
ESSENTIAL JOB DUTIES include but are not limited to:

• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.
• Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.

key strengths and traits include but are not limited to:

• Exemplary oral & written communication skills
• Analytical thinking
• Conflict management
• Systems thinking: ability to manage complexity and interdependencies.

qualifications

• Active Life & Health License
• 5+ years relevant experience
• Self-funding experience
• Technical application skills: OE guide applications
• Strong market insight - with ability to leverage to support client strategy and segment-specific needs

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.