Client Executive

Socket.dev; Newton (MA); Hybrid; USD 200,000 - 225,000; Full time

Benefits offered by this job

Annual performance bonus

Stock purchase plan

Medical plans

Dental

Vision

401(k)

Life/AD&D

Disability insurance

Flexible work options

Paid time off

Paid holidays

Sabbatical

Gift matching

Well-being stipend

Professional development

Job summary

IMA Financial Group, Inc. seeks a senior benefits advisor to oversee a strategic book of mid-to-large clients with self-funded plans. You will negotiate, optimize programs, and coach junior staff while collaborating with Producers on growth initiatives.

The role requires 5+ years of relevant experience, life/health license, and deep knowledge of self-funded plans, budgets, and ROI models. Excellent communication and leadership are essential.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience in benefits consulting or insurance.
• Self-insurance and compliance knowledge are essential.
• Advanced understanding of market forces, funding strategies, and regulatory shifts.

Responsibilities

• Oversee a strategic book of mid-to-large clients with self-funded plans.
• Lead advanced client lifecycle management including negotiation and optimization.
• Support prospecting efforts with strategic growth initiatives.
• Build and maintain carrier relationships for optimal outcomes.
• Develop budgets and ROI models for benefits programs.
• Coach and mentor Client Managers and peers.

Skills

Oral & written communication

Executive presence

Strategic thinking

Integrity

Systems thinking

Coaching

Client relationship management

Education

Active Life & Health License

Tools

OE guide applications

Self-funded plan structures

Compliance knowledge

Budgets & ROI models

Job description

Role Description:

Provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

ESSENTIAL JOB DUTIES include but are not limited to:

• Book of Business: Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies.
• Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
• Supports prospecting efforts and collaborate with Producers on strategic growth initiatives.
• Builds and maintains strong carrier relationships to deliver optimal client outcomes.
• Develops budgets and ROI models for benefits programs.
• Coaches, mentors, and guides across Client Managers and peers.

Key strengths and traits include but are not limited to:

• Exemplary oral & written communication skills
• Executive presence & professional composure
• Strategic thinking
• Integrity
• Systems thinking; ability to manage complexity and interdependencies
• Coaching + knowledge-sharing mindset; supports the growth of others

Qualifications

• Active Life & Health License
• 5+ years relevant experience
• Self-insurance & compliance knowledge
• Technical applications skills: OE guide applications, self-funded plan structures and compliance requirements, budgets + ROI models
• Advanced understanding of market forces, funding strategies, and regulatory shifts (ability to apply)

Salary Range: $200,000 — $225,000 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

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

Awards and Recognitions

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington's Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.