Strategic Client Benefits Executive

IMA Financial Group; Portland (OR); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental & Vision

Job summary

IMA Financial Group is seeking a strategic benefits leader to oversee a portfolio of mid-to-large clients, delivering consultative benefits strategies and lifecycle optimization. The role partners with Producers, mentors teams, and supports growth initiatives while enhancing client outcomes.

Ideal candidates will bring strong communication, executive presence, and a deep understanding of self-funded plans, budgets, and ROI modeling to drive value and growth across complex programs.

Qualifications

• Active Life & Health License required.
• 5+ years of relevant experience.
• Self-insurance knowledge and compliance understanding.
• Technical skills: OE guide applications, self-funded plan structures, budgets and ROI models.
• Advanced understanding of market forces, funding strategies, and regulatory shifts.

Responsibilities

• Oversight of a strategic book of medium-to-large clients with consultative engagement and customized benefit strategies.
• Lead advanced client lifecycle management including contract negotiation and program optimization.
• Support prospecting efforts and collaborate with Producers on growth initiatives.
• Build and maintain carrier relationships to deliver optimal client outcomes.
• Develop budgets and ROI models for benefits programs.
• Coach and mentor Client Managers and peers.

Skills

5+ years

Self-insurance knowledge

Compliance knowledge

Budget/ROI modeling

OE guide applications

Education

Active Life & Health License

Job description

IMA Financial Group is seeking a strategic benefits leader to oversee a portfolio of mid-to-large clients, delivering consultative benefits strategies and lifecycle optimization. The role partners with Producers, mentors teams, and supports growth initiatives while enhancing client outcomes.

Ideal candidates will bring strong communication, executive presence, and a deep understanding of self-funded plans, budgets, and ROI modeling to drive value and growth across complex programs.