Senior Client Executive

IMA Financial Group, Inc.; Anaheim (CA); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. seeks an executive leader to oversee strategic client relationships and benefits programs. You will shape enterprise-wide strategies, lead large teams across markets, and represent Employee Benefits in senior leadership settings.

Responsibilities include steering the client lifecycle, building carrier networks, and delivering high-stakes initiatives with measurable value. You will mentor leaders, drive service model architecture, and influence long-term organizational

Qualifications

• Active Life & Health License is required.
• 10+ years of relevant experience.
• Ability to architect enterprise-level service models and strategic delivery frameworks.
• Expert-level market knowledge and trend foresight – ability to leverage and shape enterprise strategy.

Responsibilities

• Oversee critical, enterprise-wide client relationships with top-tier revenue value across multiple markets.
• Shape the overall client relationship and lifecycle strategy.
• Network and build relationships with carriers and direct report clients.
• Own strategic outcomes for high-stakes initiatives with measurable enterprise value.
• Direct department development and mentor across functions (including senior leaders).
• Serve as a recognized subject matter authority shaping long-term organization strategy.

Skills

Executive leadership

Strategic thinking

Relationship management

Enterprise client management

Education

Active Life & Health License

Job description

Provides executive‑level leadership for the organization’s most critical and strategically significant client relationships. This role shapes enterprise‑wide benefits strategy, leads large or multi‑market teams, and represents the Employee Benefits function in executive and strategic leadership forums.

ESSENTIAL JOB DUTIES include but are not limited to:

• Book of Business: Oversight of critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive‑level service and custom strategic delivery.
• Shapes the overall client relationship and lifecycle strategy.
• Networks and builds relationships with carriers and direct report clients.
• Owns strategic outcomes for high‑stakes initiatives with measurable enterprise value.
• Directs department or team development and mentors across functions (including senior leaders).
• Serves as a recognized subject matter authority shaping long‑term organization strategy.

Key strengths and traits include but are not limited to:

• Composure & resiliency
• Leadership maturity
• Strategic judgement

Qualifications:

• Active Life & Health License
• 10+ years relevant experience
• Ability to architect enterprise‑level service models and strategic delivery frameworks
• Expert‑level market knowledge and trend foresight – ability to leverage and shape enterprise strategy

#LI-JS1

Salary Range

$160,000—$180,000 USD

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

• 2020-2023Business 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 TopWork 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 TopWork 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‑largecategory
• 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.

Change makers. Employee owners.

We’re hiring do‑ers, go‑getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.