Enterprise Benefits Client Executive & Team Lead
IMA Financial Group
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Descrizione del lavoro
IMA Financial Group is seeking a Client Executive, Team Lead (Employee Benefits) to oversee enterprise-level client engagements with complex funding and service models. You will serve as a trusted executive advisor, drive business development, and lead teams or initiatives with significant market impact.
Qualified candidates will have an Active Life & Health License, 8+ years relevant experience with leadership, and advanced Excel with expertise in self-funding, captives and alternative funding
Competenze
- Active Life & Health License required.
- 8+ years relevant experience; experience leading a team preferred.
- Advanced Excel and expert fluency in self-funding, captives and alternative funding strategies.
- Market-facing SME; ability to inform strategy through deep industry insight.
Mansioni
- Lead enterprise-level client engagements with complex funding and service models.
- Serve as trusted executive advisor and drive business development in Employee Benefits.
- Coach, mentor, and develop staff; mentor teams and initiatives.
Conoscenze
Formazione
Descrizione del lavoro
IMA Financial Group is seeking a Client Executive, Team Lead (Employee Benefits) to oversee enterprise-level client engagements with complex funding and service models. You will serve as a trusted executive advisor, drive business development, and lead teams or initiatives with significant market impact.
Qualified candidates will have an Active Life & Health License, 8+ years relevant experience with leadership, and advanced Excel with expertise in self-funding, captives and alternative funding
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