Strategic Client Executive - Benefits Growth Leader

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

Job summary

IMA Financial Group, Inc. is seeking a senior-level benefits strategist to oversee a strategic book of mid-to-large, high-revenue clients and guide lifecycle management across programs. You will mentor teams while coordinating with Producers on growth initiatives and optimizing client outcomes.

The role emphasizes executive presence, strategic thinking, and strong negotiation skills. A robust benefits package accompanies a market-competitive compensation structure.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience in benefits consulting.
• Self-insurance, compliance knowledge essential.
• Experience with budgets, ROI models for benefits programs.
• Advanced understanding of market forces and funding strategies.
• Ability to apply regulatory shifts.

Responsibilities

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

Skills

Executive presence

Strategic thinking

Coaching mindset

Communication skills

Contract negotiation

Budgeting & ROI models

Self-funded plan structures

Regulatory understanding

Education

Active Life & Health License

5+ years relevant experience

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a senior-level benefits strategist to oversee a strategic book of mid-to-large, high-revenue clients and guide lifecycle management across programs. You will mentor teams while coordinating with Producers on growth initiatives and optimizing client outcomes.

The role emphasizes executive presence, strategic thinking, and strong negotiation skills. A robust benefits package accompanies a market-competitive compensation structure.