Business Development Director, Employee Benefits

3 days ago


Anaheim, California, United States IMA Financial Group, INC Full time
Company Overview

The IMA Financial Group, INC is a dynamic and entrepreneurial company that puts its associates first. We provide support systems and resources to enable each of our associates to focus on what they do best.

Salary Range

$120,000-$155,000 USD per year, depending on experience and qualifications.

About the JobJob Description

This role involves managing a book of large group insurance clients, building strong relationships with them, and developing strategies to maintain and expand client relationships. The ideal candidate will have 7 years of experience in account management within the insurance industry and possess excellent analytical skills, communication skills, and negotiation skills.

Responsibilities
  • Manage and retain a book of existing clients, ensuring high retention rates and client satisfaction.
  • Develop and execute strategies to maintain and expand client relationships.
  • Collaborate with clients to develop strategic benefits plans aligned with their business goals and employee needs.
  • Provide expert advice on benefit plan design, cost management strategies, compliance issues, and industry best practices.
  • Analyze claims data, utilization patterns, and cost drivers to assess plan performance and recommend adjustments.
  • Prepare financial reports and forecasts for clients, highlighting key metrics such as cost savings, utilization trends, and ROI on benefit programs.
Requirements
  • 7 years of large group employee benefits account management experience within the insurance industry.
  • Active Life/Health License required.
  • Strong analytical skills with the ability to interpret data, trends, and benchmarks.
  • Excellent communication, presentation, and negotiation skills.


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