Client Executive - Employee Benefits

IMA Financial Group, Inc.; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. seeks a Client Executive to provide strategic oversight for mid- to large-size, high-revenue clients, partnering with Producers and mentoring operational teams.

The role focuses on consultative benefits strategy and advanced lifecycle management to optimize programs and outcomes. Candidates should have active Life & Health license, 5+ years of relevant experience, and strong skills in negotiation, budgeting, ROI modeling, and carrier relationships.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience in client executive/benefits roles.
• Knowledge of self-insurance and regulatory shifts.
• Experience with OE guide applications and compliance.
• Ability to develop budgets and ROI models for benefits programs.

Responsibilities

• Oversee a strategic book of medium-to-large clients with consultative engagement.
• Lead advanced client lifecycle management including contract negotiation and issue resolution.
• Support prospecting efforts and collaborate with Producers on growth initiatives.
• Build and maintain carrier relationships to optimize client 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

Education

Active Life & Health License

Tools

OE guide applications

Self-funded plan structures

Compliance requirements

Budgets + ROI models

Job description

The Client Executive provides strategic oversight for mid ‑ to ‑ large, high ‑ revenue clientsrequiringconsultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, andmentorsoperational teams whileoptimizingclient 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 plansthatrequireconsultative engagement and customized benefit strategies.
• Leadsadvanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
• Supports prospecting efforts and collaborate with Producers on strategic growth initiatives.
• Builds andmaintainsstrongcarrierrelationships to deliveroptimalclient outcomes.
• Develops budgets and ROI models for benefits programs.
• Coaches,mentors, and guides across Client Managers and peers.

K ey strengths and traits include but are not limited to:

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

Q ualifications

• 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: $100,000 USD - $200,000 USD

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.

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

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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.