Senior Client Executive
Essential Job Responsibilities
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
- 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
- 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
5+ years of similar or related experience 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
Absorbed a 4-year degree in business or related discipline preferred
Competencies & Traits
Building relationships
Self-Direction
Manage Client Relationships
Interpersonal skills
Problem Solving
Compensation & 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
About the Role
Salary Range: $161,000 USD - $215,000 USD
Benefits
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.
Why Join IMA?
We’ve built a reputation for putting our associates first
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
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
2021-2023 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
2021-2022 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