Account Executive, Employee Benefits Specialist
2 days ago
At IMA Financial Group, we're seeking a highly skilled Account Executive to lead our employee benefits team. As a key member of our team, you'll be responsible for developing and executing strategic benefits plans for our clients.
Key Responsibilities:- Lead long- and short-term strategic consultation and planning efforts for self-funded/captive client benefit programs
- Ensure programs and plan design are in alignment with all applicable regulatory requirements
- Analyze claims data and provide expert explanations to clients and internal teams
- Direct service teams' work assignments related to project management, claims escalation, and resolution
- Develop strong carrier and vendor relationships to support client coverage placement and renewal
- Coordinate with internal subject matter experts and practice leaders to bring current and emerging markets and products to clients
- Participate in finalist and/or prospect meetings in partnership with production staff
- Develop prospect requests for proposals (RFPs) and provide personnel responses
- Partner with production staff to ensure compensation is properly executed
- Provide feedback to service team members and their direct supervisors to support ongoing professional development
- 5+ years of experience as an Account Executive, Lead Consultant, or similar role in the employee benefits brokerage industry
- Applicable state Life and Health License
- Proficient in using Microsoft Office suite
- Expertise in self-funded health plans
- Strong business acumen related to strategy execution, interdependencies, and decision consequences
- Competitive salary range: $115,000—$150,000 USD
- 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
We're a leading financial services company dedicated to providing innovative solutions to our clients. Our team is passionate about delivering exceptional results and building lasting relationships.
We're proud to be recognized as a leader in our industry, with numerous awards and accolades, including Best Places to Work in Insurance, Inc. Magazine's Best Workplaces, and more.
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