Strategic Client Executive

IMA Financial Group, Inc.; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. seeks a Client Executive to provide strategic oversight for mid- to large-size, high-revenue clients, partnering with Producers and mentoring operational teams.

The role focuses on consultative benefits strategy and advanced lifecycle management to optimize programs and outcomes. Candidates should have active Life & Health license, 5+ years of relevant experience, and strong skills in negotiation, budgeting, ROI modeling, and carrier relationships.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience in client executive/benefits roles.
• Knowledge of self-insurance and regulatory shifts.
• Experience with OE guide applications and compliance.
• Ability to develop budgets and ROI models for benefits programs.

Responsibilities

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

Skills

Oral & written communication

Executive presence

Strategic thinking

Integrity

Systems thinking

Coaching

Education

Active Life & Health License

Tools

OE guide applications

Self-funded plan structures

Compliance requirements

Budgets + ROI models

Job description

IMA Financial Group, Inc. seeks a Client Executive to provide strategic oversight for mid- to large-size, high-revenue clients, partnering with Producers and mentoring operational teams.

The role focuses on consultative benefits strategy and advanced lifecycle management to optimize programs and outcomes. Candidates should have active Life & Health license, 5+ years of relevant experience, and strong skills in negotiation, budgeting, ROI modeling, and carrier relationships.