Senior Client & Benefits Strategy Lead

IMA Financial Group, Inc.; Tacoma (WA); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

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

Job summary

IMA Financial Group, Inc. seeks an experienced Benefits Consultant to oversee strategic programs for mid-to-large clients, focusing on consultative benefits strategy and lifecycle optimization.

You will partner with Producers, mentor teams, and drive outcomes across client programs. The role requires license, 5+ years’ experience, and strong skills in self-funded plans, budgets and ROI modelling, with a track record of client success and executive communication.

Qualifications

• Active Life & Health License required
• 5+ years relevant experience in benefits/insurance
• Knowledge of self-insurance and compliance
• Experience with budgets and ROI models for benefits programs
• Understanding of market forces, funding strategies, and regulatory shifts

Responsibilities

• Manage or oversee a strategic book of medium-to-large clients with self-funded plans
• 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

Education

Active Life & Health License

Tools

OE guide applications

Self-funded plan structures and compliance requirements

Budgets + ROI models

Market forces knowledge

Funding strategies

Regulatory shifts awareness

Job description

IMA Financial Group, Inc. seeks an experienced Benefits Consultant to oversee strategic programs for mid-to-large clients, focusing on consultative benefits strategy and lifecycle optimization.

You will partner with Producers, mentor teams, and drive outcomes across client programs. The role requires license, 5+ years’ experience, and strong skills in self-funded plans, budgets and ROI modelling, with a track record of client success and executive communication.