Senior Client Benefits Strategy Lead

IMA Financial Group, Inc.; Springfield (OR); In loco; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual performance bonus

Stock purchase program

Medical plans

Dental

Descrizione del lavoro

IMA Financial Group, Inc. seeks an experienced benefits strategy leader to oversee strategic client books and lifecycle management for mid-to-large, high-revenue accounts.

The role partners with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. Ideal candidates have 5+ years of relevant experience and an active Life & Health license, with deep knowledge of self-insured plan structures, budgeting, and regulatory shifts.

Competenze

• Requires active Life & Health license and 5+ years of relevant experience.
• Understanding of self-insured plans, compliance, and budgeting/ROI modeling.
• Ability to analyze market forces, funding strategies, and regulatory shifts.

Mansioni

• Oversee a strategic book of mid-to-large clients with customized benefit strategies.
• Lead advanced client lifecycle management including negotiation and program optimization.
• Support business development and collaborate with Producers on growth initiatives.
• Build and maintain carrier relationships to optimize client outcomes.
• Develop budgets and ROI models for client benefits programs.
• Coach and mentor Client Managers and peers.

Conoscenze

Communication skills

Executive presence

Strategic thinking

Integrity

Systems thinking

Coaching

Formazione

Life & Health License

Descrizione del lavoro

IMA Financial Group, Inc. seeks an experienced benefits strategy leader to oversee strategic client books and lifecycle management for mid-to-large, high-revenue accounts.

The role partners with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. Ideal candidates have 5+ years of relevant experience and an active Life & Health license, with deep knowledge of self-insured plan structures, budgeting, and regulatory shifts.