Strategic Client Partner – Benefits & Growth

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

Benefits offered by this job

Annual performance bonus

Stock purchase

Medical plans

Dental

Vision

Pre-Tax Parking Plan

401(k)

Life/AD&D

Short-term Disability

Long-term Disability

Job summary

IMA Financial Group seeks a Client Executive to provide strategic oversight for mid-to-large, high-revenue clients, with consultative benefits strategy and lifecycle management. This role partners with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

Key duties include managing a strategic book of medium-to-large clients, negotiating contracts, driving program optimization, and developing budgets/ROI models.

Qualifications

• Active Life & Health License
• 5+ years relevant experience
• Self-insurance & compliance knowledge
• OE guide applications, self-funded plan structures and compliance requirements
• Budgets + ROI models
• Understanding of market forces, funding strategies, and regulatory shifts

Responsibilities

• Book of Business: Manage or oversee a strategic book of medium-to-large clients with customized plans.
• Leads advanced client lifecycle management including contract negotiation and program optimization.
• Support prospecting efforts and collaborate with Producers on strategic growth initiatives.
• Build and maintain strong carrier relationships to deliver optimal client outcomes.
• Develop budgets and ROI models for benefits programs.
• Coach, mentor, and guide across Client Managers and peers.

Skills

Client management

Strategic thinking

Executive presence

Communication

Coaching

Systems thinking

Negotiation

Budgeting & ROI

Job description

IMA Financial Group seeks a Client Executive to provide strategic oversight for mid-to-large, high-revenue clients, with consultative benefits strategy and lifecycle management. This role partners with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

Key duties include managing a strategic book of medium-to-large clients, negotiating contracts, driving program optimization, and developing budgets/ROI models.