Senior Benefits Client Strategist

IMA Financial Group, Inc.; Town/Village of Harrison (NY); On-site; USD 161,000 - 215,000; 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

Well-being stipend

Job summary

IMA Financial Group, Inc. is seeking a senior benefits professional in New York to lead strategic client consultations and plan designs. You will coordinate service teams, negotiate with carriers, and ensure regulatory compliance while applying advanced actuarial and underwriting insights.

Qualifications include 5+ years in the field, a 4-year business degree, and Life/Health licensure. This role involves mentoring staff and managing complex client relationships within a dynamic benefits

Qualifications

• 5+ years of similar or related experience at another broker firm or medical benefits carrier.
• Demonstrates expert 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 under pressure and improve organizational effectiveness.
• Demonstrates advanced skills with MS Office Suite.
• Demonstrates strong ability and commitment to excellence in written and oral communication.
• Attains and maintains Life and Health licensure.
• 4-year degree in business or related discipline preferred.

Responsibilities

• Leads long- and short-term strategic consultation and planning for client benefit programs.
• Ensures programs and plan designs comply with regulatory requirements.
• Analyzes claims data using actuarial computations and underwriting practices; explains results to client and team.
• Directs service teams’ work on project management, claims escalation, and reporting.
• Develops strong carrier and vendor relationships; leads negotiation during placement and renewal.
• Acts as subject matter expert in benefits strategy; mentors other staff.
• Coordinates and manages work of associates; participates in hiring and provides development feedback.

Skills

Client management

Regulatory knowledge

Actuarial computations

Underwriting practices

Communication

MS Office

Negotiation

Leadership

Education

Bachelor's degree in business or related discipline

Life and Health licensure

Tools

MS Office Suite

Job description

IMA Financial Group, Inc. is seeking a senior benefits professional in New York to lead strategic client consultations and plan designs. You will coordinate service teams, negotiate with carriers, and ensure regulatory compliance while applying advanced actuarial and underwriting insights.

Qualifications include 5+ years in the field, a 4-year business degree, and Life/Health licensure. This role involves mentoring staff and managing complex client relationships within a dynamic benefits