Senior Client Executive

IMA Financial Group, Inc.; Wallingford (CT); On-site; USD 161,000 - 215,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

Job summary

IMA Financial Group, Inc. is seeking an experienced benefits professional to lead strategic consultations for client benefit programs and ensure regulatory compliance across plan designs.

The role focuses on leveraging actuarial knowledge to analyze claims data, directing service teams, and cultivating strong carrier and vendor relationships while mentoring junior staff. A Life & Health license and a 4-year business degree are preferred.

Qualifications

• 5+ years of similar or related experience at another broker firm or medical benefits carrier 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.

Responsibilities

• Leads strategic consultation and planning efforts for client benefit programs.
• Ensures programs and plan design align with regulatory requirements.
• Analyzes claims data using actuarial concepts and provides explanations to clients and internal teams.
• Directs service teams’ work related to project management, claims escalation, and plan analysis/reporting.
• Serves as a resource for other benefits staff and participates in department or agency-wide committees.

Skills

Strategic thinking

Collaboration

Stress management

MS Office

Communication skills

Licensure (Life & Health)

Education

Bachelor’s degree in business or related

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 at another broker firm or medical benefits carrier 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. 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.

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

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.