Senior Client Executive, Benefits Strategy & Partnerships

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

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.