Senior Client Executive

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client Management
  • Leads both long- and short-term strategic consultation and planning efforts for client benefit program
  • Ensures programs and plan design are in alignment with all applicable regulatory requirements
  • Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
  • Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
• Carrier and Vendor Relationships
  • Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
  • Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
• Production Partnership
  • Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
  • Develops and submits technical responses to prospect requests for proposals (RFPs).
  • Ensures compensation received is accurate and properly executed
• Internal Resource
  • Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
  • Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
• People Management
  • Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
  • Participates in the hiring process for direct reports as well as additional department hires as needed
  • Serves as a mentor and coach for account executives as needed
  • Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5+ years of similar or related experience at another broker firm or medical benefits carrier required
• Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
• Demonstrates positive mindset and ability to optimize performance through collaboration
• Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
• Demonstrates advanced skills with MS Office Suite
• Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
• Attains and maintains Life and Health licensure
• 4-year degree in business or related discipline preferred

COMPETENCIES & TRAITS:

• Building relationships
• Self-Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.  

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