Strategic Client Executive – Benefits & Lifecycle Leader

Socket.dev; Newton (MA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Annual performance bonus

Stock purchase plan

Medical plans

Dental

Vision

401(k)

Life/AD&D

Disability insurance

Flexible work options

Paid time off

Paid holidays

Sabbatical

Gift matching

Well-being stipend

Professional development

Job summary

IMA Financial Group, Inc. seeks a senior benefits advisor to oversee a strategic book of mid-to-large clients with self-funded plans. You will negotiate, optimize programs, and coach junior staff while collaborating with Producers on growth initiatives.

The role requires 5+ years of relevant experience, life/health license, and deep knowledge of self-funded plans, budgets, and ROI models. Excellent communication and leadership are essential.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience in benefits consulting or insurance.
• Self-insurance and compliance knowledge are essential.
• Advanced understanding of market forces, funding strategies, and regulatory shifts.

Responsibilities

• Oversee a strategic book of mid-to-large clients with self-funded plans.
• Lead advanced client lifecycle management including negotiation and optimization.
• Support prospecting efforts with strategic growth initiatives.
• Build and maintain carrier relationships for optimal 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

Client relationship management

Education

Active Life & Health License

Tools

OE guide applications

Self-funded plan structures

Compliance knowledge

Budgets & ROI models

Job description

IMA Financial Group, Inc. seeks a senior benefits advisor to oversee a strategic book of mid-to-large clients with self-funded plans. You will negotiate, optimize programs, and coach junior staff while collaborating with Producers on growth initiatives.

The role requires 5+ years of relevant experience, life/health license, and deep knowledge of self-funded plans, budgets, and ROI models. Excellent communication and leadership are essential.