Senior Client Executive, Benefits Strategy & Partnerships

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Dental, Vision

Job summary

IMA Financial Group, Inc. is seeking a senior benefits professional in New York to lead strategic client consultations and oversee plan designs that align with regulatory requirements.

The role focuses on actuarial analysis, service team leadership, and strong carrier relationships to deliver client value. Ideal candidates will have 5+ years in a broker or carrier setting, a 4-year business degree, and Life & Health licensure, with a proven ability to collaborate across teams and manage complex

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

• Supports and demonstrates IMA’s core values.
• Leads client management, including long- and short-term strategic consultation and planning for client benefit programs.
• Ensures programs and plan designs comply with regulatory requirements.
• Analyzes claims data using actuarial concepts to advise clients and internal teams.
• Manages service teams’ work assignments related to project management and reporting.
• Develops and maintains strong carrier and vendor relationships for client coverage placements and renewals.
• Co-facilitates or leads finalist/prospect meetings in partnership with production staff.
• Ensures compensation is accurately received and executed.
• Serves as a subject matter expert and resource for the benefits division.

Skills

Client management

Strategic thinking

Collaboration

Communication

Adaptability under pressure

Education

Bachelor's degree in Business or related discipline

Life and Health licensure

Tools

MS Office Suite

Job description

IMA Financial Group, Inc. is seeking a senior benefits professional in New York to lead strategic client consultations and oversee plan designs that align with regulatory requirements.

The role focuses on actuarial analysis, service team leadership, and strong carrier relationships to deliver client value. Ideal candidates will have 5+ years in a broker or carrier setting, a 4-year business degree, and Life & Health licensure, with a proven ability to collaborate across teams and manage complex