Benefits Client Executive: Strategic Renewal & Advisory

IMA Financial Group; Petersburg (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k) Matching

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group seeks an Employee Benefits Client Executive to manage day-to-day client accounts and lead renewal efforts. You will partner with the Production Team to deliver high-quality solutions, while shaping benefit program strategy and staying compliant with regulations.

Strong communication and collaboration are essential to serve external clients and internal teams. You will develop presentations, manage enrollment, and build carrier relationships to secure favorable outcomes.

Qualifications

• Requires Bachelor's degree and 5–7 years of agency experience.
• Ability to plan strategically and execute client benefit programs.
• Strong communication and collaboration with internal teams.
• Proven ability to negotiate renewals and manage client expectations.

Responsibilities

• Lead strategic planning and consultation for client benefit programs.
• Direct the renewal process and negotiate rate renewals.
• Build carrier/vendor relationships to support coverage placement.
• Deliver client communications and education on benefits and compliance.
• Manage enrollment and reporting activities for clients.
• Document activities and ensure compliance with policies.

Skills

Strategic Planning

Client Relationship Management

Negotiation

Interpersonal Communication

Education

Bachelor's degree

Tools

MS Office Suite

Job description

IMA Financial Group seeks an Employee Benefits Client Executive to manage day-to-day client accounts and lead renewal efforts. You will partner with the Production Team to deliver high-quality solutions, while shaping benefit program strategy and staying compliant with regulations.

Strong communication and collaboration are essential to serve external clients and internal teams. You will develop presentations, manage enrollment, and build carrier relationships to secure favorable outcomes.