Senior Client Executive

IMA Financial Group, Inc.; New York (NY); On-site; USD 161,000 - 215,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Well-Being Stipend

Job summary

IMA Financial Group, Inc. is seeking an experienced professional to manage client relationships and provide strategic consultation for their benefit programs. The role requires a strong commitment to diversity and inclusion, as well as excellent communication skills.

The ideal candidate will have over 5 years of experience in a relevant field, ensuring alignment with regulatory requirements and internal team objectives. A comprehensive benefits package, including medical plans and a performance bonus, is offered.

Qualifications

• 5+ years of similar or related experience required.
• Attains and maintains Life and Health licensure.
• Demonstrates expert business acumen related to strategy execution.

Responsibilities

• Leads strategic consultation and planning for client benefit programs.
• Directs service teams' work assignments related to project management.
• Coordinates and manages the overall work and projects of assigned associates.

Skills

Business acumen

Communication skills

Problem solving

People management

Client relationship management

Education

4-year degree in business or related discipline

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
• Client Management
  • Leads both long- and short-term strategic consultation and planning efforts for client benefit program
  • Ensures programs and plan design are in alignment with all applicable regulatory requirements
  • Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
  • Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
• Carrier and Vendor Relationships
  • Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
  • Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
• Production Partnership
  • Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
  • Develops and submits technical responses to prospect requests for proposals (RFPs).
  • Ensures compensation received is accurate and properly executed
• Internal Resource
  • Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
  • Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
• People Management
  • Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
  • Participates in the hiring process for direct reports as well as additional department hires as needed
  • Serves as a mentor and coach for account executives as needed
  • Provides feedback to service team members, and their direct supervisors as needed, in support of their on‑going professional development goals, ensuring client expectations are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5+ years of similar or related experience required
• 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 in stressful situations and develops 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
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

*This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Salary Range: $161,000 USD - $215,000 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

*These benefits do not apply to internship roles.

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.