About the job
Join IMA Financial Group as an Account Executive in our Employee Benefits division, where you will play an essential role in delivering exceptional service and strategic consultation to clients. Our ideal candidate will embody our core values, emphasizing the importance of diversity, equity, and inclusion.
Key Responsibilities:
- Client Management: Lead strategic consultations and planning for client benefit programs, ensuring alignment with regulatory requirements. Utilize advanced actuarial knowledge to analyze claims data and communicate effectively with clients and internal teams.
- Carrier and Vendor Relationships: Build strong partnerships with carriers and vendors to advocate for clients during coverage negotiations and renewals. Stay informed on market trends to provide innovative solutions aligned with client goals.
- Production Partnership: Facilitate finalist and prospect meetings, develop comprehensive responses to requests for proposals (RFPs), and ensure proper execution of compensation agreements.
- Internal Resource: Serve as a valuable resource for benefits staff across the agency and participate in special projects and committees as needed.
- People Management: Oversee the work of assigned associates, providing clear communication, regular updates, and performance evaluations. Participate in the hiring process and mentor account executives to support their professional growth.
