Account Executive
2 weeks ago
We are seeking a highly skilled and experienced Account Executive to join our team at IMA Financial Group. As an Account Executive, you will be responsible for building and maintaining strong relationships with our clients, providing strategic guidance and support to help them achieve their business goals.
Key Responsibilities- Client Management: Lead long- and short-term strategic consultation and planning efforts for client benefit programs, ensuring programs and plan design are in alignment with all applicable regulatory requirements.
- Carrier and Vendor Relationships: Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process.
- Production Partnership: Participate in finalist and/or prospect meetings in partnership with production staff, and participate in the development of prospect requests for proposals (RFPs).
- Internal Resource: Serve as a resource for other agency benefits staff throughout the entire benefits division, and participate in department or agency-wide committees and special projects.
- 5+ years of similar or related broker experience required.
- Demonstrates above average 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 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.
- Attains and maintains Life and Health licensure.
- 4-year degree in business or related discipline preferred.
As a valued member of our team, you will have access to a comprehensive benefits package, including 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 are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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