Senior Account Executive

4 weeks ago

Atlanta, Georgia, United States IMA Financial Group Full time

Job Summary

We are seeking a highly skilled Sr. Account Executive to join our team at IMA Financial Group. As a key member of our organization, you will be responsible for leading client relationships, developing strategic business plans, and driving growth through exceptional account management.

Key Responsibilities

  • Client Management
    • Lead long- and short-term strategic consultation and planning efforts for client benefit programs.
    • Ensure programs and plan design align with applicable regulatory requirements.
    • Analyze claims data and provide applied explanations to clients and internal teams.
    • Direct service teams' work assignments related to project management, claims escalation, and resolution.
  • Carrier and Vendor Relationships
    • Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal processes.
    • Research current and emerging markets and products, bringing solutions aligned with clients' goals through continuous learning.
  • Production Partnership
    • Co-facilitate finalist and/or prospect meetings as requested.
    • Comprehensively develop and deliver prospect requests for proposals (RFPs).
    • Ensure scheduled compensation is received and properly executed.
  • Internal Resource
    • Act as a resource for other agency benefits staff throughout the benefits division.
    • Lead and participate in special projects and agency-wide committees as requested.
  • People Management
    • Coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations.
    • Participate in the hiring process for direct reports and additional department hires as needed.
    • Serve as a mentor and coach for account executives as needed.
    • Provide feedback to service team members and their director supervisors as needed, supporting their ongoing professional development goals to ensure client expectations are met.

Requirements

  • 5+ years of similar or related experience required.
  • Demonstrates advanced business acumen related to strategy execution, interdependencies, and decision consequences.
  • Demonstrates a positive mindset and ability to optimize performance through collaboration.
  • Demonstrates consistent ability to adapt in stressful situations and develop 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.
  • Ability to attain and maintain Life and Health licensure.
  • 4-year degree in business or related discipline preferred.

Competencies & Traits

  • Building Relationships
    • Invests in relationships to best achieve shared results.
    • Takes initiative to engage with co-workers and clients.
  • Self-Direction
    • Ability to effectively plan and organize work independently.
    • Takes initiative to establish goals, create deliverables, and lead projects.
  • Manage Client Relationships
    • Identifies key professional working relationships and works to develop them over time.
    • Proactively engages in and promotes clear communication of information and needs within working relationships.
  • Interpersonal Skills
    • Ability to foster and maintain healthy, mutually beneficial relationships with others.
    • Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.
  • Problem Solving
    • Ability to view situations in an objective or critical manner and choose the best solution accordingly.
    • Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.

Compensation & Benefits

As a valued member of our team, you will be eligible for a comprehensive benefits package, including annual performance bonuses, stock purchase opportunities, medical plans, prescription drugs, dental, vision, family assistance programs, flexible spending accounts, health savings accounts, pre-tax parking plans, 401(k) matching, life and accidental death and dismemberment insurance, accident insurance, critical illness insurance, hospital indemnity insurance, long-term care insurance, short-term and long-term disability insurance, business travel accident insurance, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical programs, gift matching, health club reimbursement, and personal and professional development opportunities.

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, and 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. Our company has received numerous awards and recognition, including being named one of the Best Places to Work by Business Insurance Magazine, Inc. Magazine's Best Workplaces, Denver Business Journal's Best Places to Work, and more.

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