Client Executive (Employee Benefits)

Job summary

The Client Executive leads enterprise-level client engagements and serves as a trusted advisor for complex funding and service models. They are responsible for driving business development, shaping benefits strategy, and mentoring team members to ensure high-quality service delivery.

Job details

Role Description Leads enterprise‑level, high‑visibility client engagements with complex funding and service models. This role serves as a trusted executive advisor, drives business development, and leads teams or initiatives with significant market or enterprise impact. ESSENTIAL JOB DUTIES include but are not limited to: Book of Business: Oversight of highly complex, high-revenue, high-visibility book with enterprise-level clients, often with complex funding models and custom service structures that require very high service intensity and deep strategic engagement. Serves as a trusted advisor to key client stakeholders and is an expert in the client lifecycle process. Drives business development and prospect strategy as a subject matter expert serving the Employee Benefits department. Maintains networking with carriers and clients. Shapes and influences market‑level and enterprise‑level benefits strategy. Coaches, mentors, and develops staff and ensures team members receive support needed to grow. Key strengths and traits include but are not limited to: Driving results Achievement motivation & perseverance Business acumen; tactical to strategic Visionary thinking Emotional intelligence Influence/persuasion – for enterprise impact Drives innovation Qualifications Active Life & Health License 8+ years relevant experience Technical application skills: Advanced Excel, expert level fluency in self-funding, captives and alternative funding strategies Market facing subject matter expert; ability to inform strategy through deep industry insight The anticipated posting timeline for this opportunity is 09/08/2026-10/82/2026. #LI-JS1 Salary Range $120,000—$150,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *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.

What you’ll do

The Client Executive leads enterprise-level client engagements and serves as a trusted advisor for complex funding and service models. They are responsible for driving business development, shaping benefits strategy, and mentoring team members to ensure high-quality service delivery.

Requirements

Candidates must hold an active Life & Health License and possess at least 8 years of relevant industry experience. Expert-level fluency in self-funding, captives, and alternative funding strategies is required, along with strong strategic and leadership capabilities.

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 Insurance • Critical Illness Insurance • 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

Listed skills

• Leadership · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Employee Benefits
• Business Development
• Strategic Planning
• Client Relationship Management
• Self-funding
• Captives
• Alternative Funding Strategies
• Advanced Excel
• Leadership
• Mentoring
• Market Strategy
• Emotional Intelligence
• Persuasion
• Innovation
• Industry Insight
• Community Outreach
• Benefits Strategies
• Service Models
• Influencing Skills
• Life And Health Insurance License
• Influencing Without Authority
• Sales Prospecting
• Business Insurance
• Time Off Management
• Business Acumen
• Long-Term Care
• Medical Prescription
• Persuasive Communication
• Visionary

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Sales
• Human Resources
• Employee Benefits Account Executive
• Director of Business Development
• Sales and Marketing Managers
• Sales Managers