Client Executive (Employee Benefits)
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.
Responsibilities
- 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 & Traits
- 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)
Pay
Salary Range: $130,000 USD - $180,000 USD
Benefits
- 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
Why Join IMA?
We’ve built a reputation for putting our associates first. What 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 team. We 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
- Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- Connecticut Top Workplaces
- 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