Senior Client Executive
IMA Financial GroupAbout the role
<p><strong>ESSENTIAL JOB RESPONSIBILITIES </strong>include but are not limited to:</p> <ul> <li>Supports and demonstrates IMA’s core values</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates</li> <li>Client Management <ul> <li>Leads both long- and short-term strategic consultation and planning efforts for client benefit program</li> <li>Ensures programs and plan design are in alignment with all applicable regulatory requirements</li> <li>Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team</li> <li>Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting</li> </ul> </li> <li>Carrier and Vendor Relationships <ul> <li>Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process</li> <li>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</li> </ul> </li> <li>Production Partnership <ul> <li>Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff</li> <li>Develops and submits technical responses to prospect requests for proposals (RFPs).</li> <li>Ensures compensation received is accurate and properly executed</li> </ul> </li> <li>Internal Resource <ul> <li>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</li> <li>Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested</li> </ul> </li> <li>People Management <ul> <li>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</li> <li>Participates in the hiring process for direct reports as well as additional department hires as needed</li> <li>Serves as a mentor and coach for account executives as needed</li> <li>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</li> </ul> </li> </ul> <p><strong>REQUIRED EXPERIENCE AND SKILLS</strong> include but are n
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