Senior Client Executive

IMA Financial Group, Inc. · Harrison, NY · 2 wk ago

On-siteBusiness DevelopmentFull-time

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

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

Captures and coordinates 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

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
Attains and maintains Life and Health licensure
4-year degree in business or related discipline preferred

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
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

Similar jobs