Public & Labor Practice Leader – Employee Benefits

IMA Financial Group, Inc.; Bellevue (WA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

401(k)

Job summary

IMA Financial Group, Inc. in Bellevue, WA seeks a leader to grow and manage its Public & Labor Practice. You will drive sales, develop prospects, and educate producers on IMA’s value proposition while collaborating with cross-functional teams.

The role requires 5+ years with public/labor clients, a strong strategic mindset, and a Life/Health license. A 4-year business degree is preferred and MS Office skills are essential.

Qualifications

• 5 years of experience with public or labor clients.
• Leadership, strategic planning, ability to influence peers, and ability to work in teams.
• Demonstrates above average 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 develop 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.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Leads strategy, growth, and development of the Public & Labor Practice, including building carrier partnerships and expanding brand relationships.
• Drives sales.
• Develops targeted sales and marketing strategies for prospects.
• Creates industry-specific resources for producers.
• Educates producers on the public and labor value proposition and IMA’s consulting approach; serves as a subject matter expert and a resource for producers.
• Participates in finalist and prospect meetings alongside production staff as needed.
• Supports the development of RFP responses.
• Provides collaboration and thought leadership for service teams specializing in public and labor clients
• Designs tailored strategies and tactics specific to public and labor clients.
• Shares resources and best practices with service teams related to trends, carriers, and vendors.
• Encourages consistency and efficiency in best-in-class client service delivery.
• Serves as a subject matter expert.
• May lead strategic consultation efforts for one or more clients.
• Cultivates public and labor talent
• Develops and helps execute an investment plan for the public and labor practice.
• Creates development pathways for associates to learn and expand their public & labor expertise.
• Provides regular feedback to team members and their supervisors to support professional development and maintain high service standards.
• Collaborates with IMA Benefits national team, Market Leaders, producers, and strategic partners.

Skills

Leadership

Strategic planning

Influence peers

Teamwork

MS Office

Communication

Life and Health licensure

Education

4-year degree in business or related discipline preferred

Tools

MS Office Suite

Job description

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

• Leads strategy, growth, and development of the Public & Labor Practice, including building carrier partnerships and expanding brand relationships.

• Drives sales.

• Develops targeted sales and marketing strategies for prospects

• Creates industry-specific resources for producers.

• Educates producers on the public and labor value proposition and IMA’s consulting approach; serves as a subject matter expert and a resource for producers.

• Participates in finalist and prospect meetings alongside production staff as needed.

• Supports the development of RFP responses.

• Provides collaboration and thought leadership for service teams specializing in public and labor clients

• Designs tailored strategies and tactics specific to public and labor clients.

• Shares resources and best practices with service teams related to trends, carriers, and vendors.

• Encourages consistency and efficiency in best-in-class client service delivery.

• Serves as a subject matter expert.

• May lead strategic consultation efforts for one or more clients.

• Cultivates public and labor talent

• Develops and helps execute an investment plan for the public and labor practice.

• Creates development pathways for associates to learn and expand their public & labor expertise.

• Provides regular feedback to team members and their supervisors to support professional development and maintain high service standards.

• Collaborates with IMA Benefits national team, Market Leaders, producers, and strategic partners.

REQUIRED EXPERIENCE AND SKILLS

include but are not limited to:

• 5 years of experience working with public or labor clients
• Leadership, strategic planning, ability to influence peers, and ability to work in teams
• Demonstrates above average 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 develop 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
• Interpersonal skills
• Problem Solving

Salary Range: $180,000 USD – $240,000 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.

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

• 2020-2023 Business 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 Top Work 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 Top Work 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-large category
• 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.