Senior Client Executive

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. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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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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