Strategic Client Executive - Benefits & Growth

IMA Financial Group; Newton (MA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental and Vision Insurance

401(k)

Job summary

IMA Financial Group is seeking a senior-level professional to provide strategic oversight for mid-to-large, high-revenue clients requiring consultative benefits strategy and lifecycle management. You will partner with Producers, support business development, and mentor operational teams while optimizing client programs and outcomes.

The role emphasizes advanced client lifecycle management, contract negotiation, program optimization, and close collaboration with carriers to deliver superior

Qualifications

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

Responsibilities

• Oversee a strategic book of medium-to-large clients with self-funded plans.
• Lead advanced client lifecycle management including contract negotiation and program optimization.
• Support prospecting efforts and collaborate with Producers on growth initiatives.
• Build and maintain strong carrier relationships to achieve optimal client outcomes.
• Develop budgets and ROI models for benefits programs.
• Coach, mentor and guide client managers and peers.

Skills

Oral communication

Written communication

Executive presence

Strategic thinking

Integrity

Systems thinking

Coaching mindset

Tools

OE guide applications

Job description

IMA Financial Group is seeking a senior-level professional to provide strategic oversight for mid-to-large, high-revenue clients requiring consultative benefits strategy and lifecycle management. You will partner with Producers, support business development, and mentor operational teams while optimizing client programs and outcomes.

The role emphasizes advanced client lifecycle management, contract negotiation, program optimization, and close collaboration with carriers to deliver superior