Senior Client Executive: Benefits Strategy & Growth

IMA Financial Group; United States; On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Annual performance bonus

Stock purchase plan

Medical plans

Prescription drugs

Dental insurance

Vision insurance

401(k)

Life/AD&D

Disability insurance

Paid time off

Flexible work options

Paid holidays

Job summary

IMA Financial Group is seeking a Senior Client Benefits Consultant to deliver strategic oversight for mid-to-large self-funded client programs. You will partner with Producers, manage lifecycle improvements, and mentor teams while optimizing benefit strategies and budgets.

Applicants should have a Life & Health license, 5+ years of relevant experience, and a strong grasp of compliance, ROI models, and market dynamics to drive client outcomes.

Qualifications

• Oversees strategic book of mid-to-large clients with self-funded plans requiring consultative engagement.
• Leads advanced client lifecycle management including contract negotiations and program optimization.
• Supports prospecting efforts and collaborates with Producers on growth initiatives.
• Builds and maintains strong carrier relationships to deliver outcomes.
• Develops budgets and ROI models for benefits programs.
• Coaches and mentors Client Managers and peers.

Responsibilities

• Exemplary oral & written communication with clients and teams.
• Executive presence and professional demeanor in client interactions.
• Strategic thinking to develop and adjust benefits strategies.
• Maintain integrity and compliance in program management.
• Ability to manage complex interdependencies and cross-functional initiatives.
• Fosters a coaching culture and knowledge sharing.

Skills

Oral communication

Written communication

Executive presence

Strategic thinking

Integrity

Systems thinking

Coaching mindset

Knowledge sharing

Education

Active Life & Health License

Tools

OE guide applications

Job description

IMA Financial Group is seeking a Senior Client Benefits Consultant to deliver strategic oversight for mid-to-large self-funded client programs. You will partner with Producers, manage lifecycle improvements, and mentor teams while optimizing benefit strategies and budgets.

Applicants should have a Life & Health license, 5+ years of relevant experience, and a strong grasp of compliance, ROI models, and market dynamics to drive client outcomes.