Client Executive (Employee Benefits)

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 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

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)

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 *These benefits do not apply to internship roles. 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 This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.