Client Executive - Employee Benefits

About the role

The Client Executive 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.

Responsibilities

• Manage or oversee a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans requiring consultative engagement and benefit strategies.
• Lead advanced client lifecycle management, including contract negotiation, escalated issue resolution, 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 Client Managers and peers.

Requirements

• Active Life & Health License.
• 5+ years of relevant experience.
• Self-insurance and 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).

Skills

• Exemplary oral and written communication skills.
• Executive presence and professional composure.
• Strategic thinking.
• Integrity.
• Systems thinking; ability to manage complexity and interdependencies.
• Coaching and knowledge-sharing mindset; supports the growth of others.

Pay

Salary Range: $100,000 USD - $200,000 USD.

Benefits

• Annual Performance Bonus.
• Stock Purchase.
• Medical Plans.
• Prescription Drugs.
• Dental.
• Vision.
• Family Assistance Program.
• Flexible Spending Account (FSA).
• Health Savings Account (HSA).
• Pre-Tax Parking Plan.
• 401(k).
• Life/AD&D Insurance.
• Accident Insurance.
• Critical Illness Insurance.
• Hospital Indemnity.
• Long Term Care.
• Short-term Disability.
• Long-term Disability.
• Business Travel Accident Insurance.
• Identity Theft Protection.
• Paid Time Off.
• Flexible Work Options.
• Paid Holidays.
• Sabbatical.
• Gift Matching.
• Well-Being Stipend.
• Personal and Professional Development.

About the company

IMA is an entrepreneurial, expanding company where associates develop lasting relationships, earn competitive benefits, and claim part ownership. We work in teams, provide robust support systems, and enable associates to focus on their strengths. As an independent company based in the Midwest, we are large enough to write business globally yet small enough to implement ideas quickly.

IMA has been recognized nationally as a leader in the industry, including:

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance.
• 2023 Inc. Magazine’s Best Workplaces.
• 2023 Denver Business Journal’s Best Places to Work.
• 2022-2023 Connecticut Top Work Places.
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies.
• 2019-2022 Civic 50 Colorado Honoree (Recognizing 50 Most Community-Minded Companies).
• 2022-2023 Kansas City Business Journal’s Best Places to Work.
• 2021-2023 Charlotte Business Journal’s Best Places to Work.
• 2021-2023 Los Angeles Business Journal’s Best Places to Work.
• 2021-2023 The Salt Lake City Tribune Top Work Places.
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces.
• 2021-2022 Wichita Business Journal’s Best Places to Work (#1 in extra-large category).
• 2021 Dallas Business Journal’s Best Places to Work.
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska.