Jobs · Business Development · Massachusetts

Client Executive

IMA Financial Group, Inc. · Newton, MA · 4 wk ago
On-siteBusiness Development$200k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "This Job Description is not a complete statement..." and EEO statements. Also remove "Why Join IMA?" maybe that's not a required heading; but we could include as part of About the role? The instruction: include a section ONLY when posting has real, specific content for it. So we need to extract content. Let's parse the posting: Role Description: Provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. ESSENTIAL JOB DUTIES include but are not limited to: - Book of Business: Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies. - Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization. - Supports prospecting efforts and collaborate with Producers on strategic growth initiatives. - Builds and maintains strong carrier relationships to deliver optimal client outcomes. - Develops budgets and ROI models for benefits programs. - Coaches, mentors, and guides across Client Managers and peers. Key strengths and traits include but are not limited to: - Exemplary oral & written communication skills - Executive presence & professional composure - Strategic thinking - Integrity - Systems thinking; ability to manage complexity and interdependencies - Coaching + knowledge-sharing mindset; supports the growth of others 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) Salary Range: $200,000 USD - $225,000 USD Compensation & Benefits Being a part of IMA has its benefits... (list) This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? (list of awards etc.) We need to decide sections: - About the role: could be the Role Description paragraph. - Responsibilities: the ESSENTIAL JOB DUTIES list. - Requirements: maybe the Qualifications list? But they also have "Key strengths and traits" which could be Skills or Requirements. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly. We have: - Role Description -> About the role. - ESSENTIAL JOB DUTIES -> Responsibilities. - Key strengths and traits -> Skills (or maybe Requirements). But we also have Qualifications section (Active Life & Health License etc.) -> Qualifications. - Salary Range -> Pay. - Compensation & Benefits -> Benefits. - Schedule: not mentioned; we should not include Schedule unless present. There's no schedule info, so omit. - Why Join IMA? maybe could be part of About the role or separate but not a standard heading; we could incorporate into About the role as extra prose, but not required heading. Could also be omitted as it's more marketing. The instruction: include a section ONLY when posting has real, specific content for it. The "Why Join IMA?" is specific content but not one of the prescribed headings. We could either incorporate into About the role or ignore. Safer to incorporate into About the role as additional prose. We must not include boilerplate like EEO etc. Remove that. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from the lists. We need to output only HTML fragment, no /, no markdown fences. Thus produce something like:

About the role

Provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. We’ve built a reputation for putting our associates first... (maybe include Why Join IMA? content). But we need to be careful not to include too much fluff; but we must preserve all substantive information. The "Why Join IMA?" includes many award recognitions; that is substantive. Should we include? It's not a standard heading but we could include as part of About the role. The instruction: "Prefer a few substantive sections over many thin ones." So we could merge Why Join IMA! into About the role. Thus About the role paragraph could be long, containing both the role description and the Why Join IMA! content. But we must not repeat the job title as a heading. That's fine. Now Responsibilities: list each duty as

  • inside
      . We need to preserve all details exactly as given. Let's copy them. ESSENTIAL JOB DUTIES include but are not limited to: Book of Business: Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies. Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization. Supports prospecting efforts and collaborate with Producers on strategic growth initiatives. Builds and maintains strong carrier relationships to deliver optimal client outcomes. Develops budgets and ROI models for benefits programs. Coaches, mentors, and guides across Client Managers and peers. We need to keep the colon after "Book of Business:" etc. Now Skills: Key strengths and traits list. Exemplary oral & written communication skills Executive presence & professional composure Strategic thinking Integrity Systems thinking; ability to manage complexity and interdependencies Coaching + knowledge-sharing mindset; supports the growth of others Now Qualifications: list. 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) Now Pay: Salary Range: $200,000 USD - $225,000 USD Now Benefits: list all benefits. We need to capture the list from "This role is eligible for the following:" and also the preceding sentence about benefits package. The list includes many items separated by commas. We should split into
    • items. List: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. Also note there is a sentence: "In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities." That's substantive; we should include as a

      after the list maybe. Also note "*These benefits do not apply to internship roles." That's a note; we should include. Now we must not include any boilerplate like EEO etc. Already removed. Now we need to ensure we don't include any heading with empty content. All sections have content. Now produce HTML. We'll wrap each section in

      then content. For lists, use
      • ...
      . For prose, use

      . We must not include extra whitespace? It's fine. Let's craft. About the role: combine role description and Why Join IMA! content. Role Description: "Provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes." Why Join IMA! content: "We’ve built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry• Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year • U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist • Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work • Denver Business Journal – Fast 50 • Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces • The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work • Wichita Business Journal – Best Places to Work" Note there are some missing spaces and weird formatting; we should preserve as is but maybe add spaces for readability? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. We should keep the exact text, but we can format with spaces? The original had no spaces after some punctuation; but we can keep as is. However, to make it readable, we could add spaces but that would be altering. Safer to keep exactly as given, but we can preserve line breaks? The original had line breaks after each bullet? Actually the "Why Join IMA?" section had line breaks with bullet points separated by spaces and bullet characters. We'll copy the text as is, but we need to ensure we don't lose any content. Let's extract exactly: "We’ve built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in

  • Similar jobs

    Client Executive

    C1Irvine, CA· 1 wk ago
    Business Developmentapply on careers-c1.icims.com

    Client Executive

    Itron, Inc.Louisiana, United States· 1 wk ago
    apply on itron.wd5.myworkdayjobs.com

    Client Executive

    Itron, Inc.Texas, United States· 1 wk ago
    Business Developmentapply on itron.wd5.myworkdayjobs.com

    Client Executive

    ElavonDenver, CO· 1 wk ago
    Sales$104k–$127k/yrapply on careers.usbank.com

    Client Executive

    ElavonKnoxville, TN· 1 wk ago
    Business Development$104k–$127k/yrapply on careers.usbank.com

    Client Executive

    ElavonAtlanta, GA· 1 wk ago
    Business Development$104k–$127k/yrapply on careers.usbank.com