Account Executive - Employee Benefits

IMA Financial Group • Atlanta, GA

220d

About The Position

The position involves supporting and demonstrating IMA's core values, with a strong emphasis on diversity, equity, and inclusion among all associates. The role includes client management, leading strategic consultation and planning efforts for client benefit programs, ensuring compliance with regulatory requirements, and utilizing advanced actuarial knowledge to analyze claims data. Additionally, the position requires directing service teams' work assignments related to project management and claims resolution. The candidate will also develop strong relationships with carriers and vendors, co-facilitate meetings, and serve as a resource for other agency benefits staff. People management responsibilities include coordinating work for assigned associates, participating in the hiring process, mentoring account executives, and providing feedback for professional development.

Requirements

• 5+ years of similar or related experience required
• Demonstrates advanced 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
• Ability to attain and maintain Life and Health licensure
• 4-year degree in business or related discipline preferred

Responsibilities

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• 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 advanced knowledge of actuarial concepts and underwriting practices to analyze claims data
• Directs the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
• Develops strong carrier and vendor relationships to support negotiation and advocacy during client coverage placement and renewal process
• Researches current and emerging markets and products, bringing solutions aligned with clients' stated goals
• 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
• 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
• Coordinates and manages the overall work and projects of assigned associates
• Participates in the hiring process for direct reports and additional department hires as needed
• Serves as mentor and coach for account executives as needed
• Provides feedback to service team members in support of their professional development goals

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees