Account Executive-3/Employee Benefits

2 days ago

Pittsburgh, United States IMA Financial Group Full time

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continuously seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.

What You'll Do

  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Client Management
    • Leads both long- and short-term strategic consultation and planning efforts for client benefit program
    • Ensures programs and plan design are in alignment with all applicable regulatory requirements
    • Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
    • Directs the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
  • Carrier and Vendor Relationships
    • Develops strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance
    • Researches current and emerging markets and products, bringing solutions to the table aligned with clients' stated goals through a commitment to continuous learning
  • Production Partnership
    • Co-facilitates finalist and/or prospect meetings as requested
    • Comprehensively develops and delivers prospect requests for proposals (RFPs)
    • Ensures scheduled compensation is received and properly executed
  • Internal Resource
    • Actively serves as a resource for other agency benefits staff throughout the entire benefits division
    • Leads and participates in special projects and agency-wide committees as requested
  • People Management
    • 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
    • Participates in the hiring process for direct reports as well as additional department hires as needed
    • Serves as a mentor and coach for members of the segment as needed
    • Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met


You Should Have

  • 5-10+ years of similar or related experience required
  • Demonstrates intermediate business acumen related to strategy execution, interdependencies, and decision consequences
  • Demonstrates positive mindset and ability to optimize performance through collaboration
  • Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational 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
  • Attains and maintains Life and Health licensure
  • 4-year degree in business or related discipline preferred

#LI-MA1

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, Health Club Reimbursement, 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.

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

  • 2020-2023Business 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 Recognizing 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-largecategory
  • 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, 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.

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