Account Executive

POSITION SUMMARY The Employee Benefits Client Executive is responsible for delivering high‑quality and efficient service to both internal and external clients through day‑to‑day account management of an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high‑quality & timely manner. SENIORITY LEVEL Mid‑Senior level EMPLOYMENT TYPE Full‑time JOB FUNCTION Sales and Business Development INDUSTRIES Insurance JOB DUTIES Strategic Planning and Consultation Lead both long‑term and short‑term strategic consultation and planning efforts for client benefit programs. Ensure programs and plan design are aligned with all applicable regulatory requirements. Utilize intermediate knowledge of underwriting practices to analyse claims data and provide applied explanations to the client and internal team. Renewal and Coverage Management Plan and direct the renewal process for all lines of coverage, including negotiating rate renewals and recommending carrier changes or alternative funding arrangements. Direct and oversee the service teams' work assignments related to project management, claims escalation and resolution. Collaborate with a Client Service Associate to verify the accuracy of presentation spreadsheets by comparing carrier proposals and assist in assembling formal proposals for clients. Relationship Development and Management Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary. Coordinate with internal subject matter experts and leadership to identify current and emerging markets and products, delivering solutions aligned with clients' goals through ongoing commitment to ongoing learning and development. Client Communication and Education Develop and deliver client communications, including presentations at client meetings, to inform and educate on benefits legislation, compliance, industry trends, and new products. Field telephone inquiries as needed from both clients and their employees about their current coverage and insurance contracts, as well as general questions about insurance or benefits and regulations pertaining to insurance and benefits such as COBRA, HIPAA, and S125. Make routine service calls to the client's workplace as needed within their team structure to address service issues and proactively demonstrate our high level of commitment to superior service. Reporting and Enrollment Management Complete annual Stewardship Reports and quarterly Claims Utilisation Reviews. Provide technological support and conduct annual open enrollment meetings, including employee presentations. Plan annual client enrollments, including the development of enrollment strategies and educational materials to help employees understand and effectively utilise their benefits. Process Management and Documentation Adhere to established departmental and agency procedures by tracking activities, client history, communications, and accurately documenting all information within the agency system. Maintain knowledge of and comply with Agency guidelines, policies, and procedures. Professional Development and Compliance Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary. Accept and apply coaching from supervisors and managers in alignment with the Agency's policies and procedures. Workplace Standards Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations. This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs. REQUIRED QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree, and 5 to 7 years relevant agency experience or equivalent combination of education and experience Demonstrates above average business acumen related to strategy execution, interdependencies, and decision consequences Demonstrates positive mindset and ability to optimise performance through collaboration Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organisational 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 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 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 Health Club Reimbursement Personal and Professional Development 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. INDUSTRY RECOGNITION 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut TopWork Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognising 50 Most Community‑Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Charlotte Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune TopWork Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra‑large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 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, colour, 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. #J-18808-Ljbffr