Account Executive - Employee Benefits

IMA Financial Group•Denver, CO

1d•$145,000 - $175,000

About The Position

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Client Management 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 and provide applied explanation to the client and internal team Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting Carrier and Vendor Relationships Develops strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance. Researches current and emerging markets and products, bringing solutions to the table aligned with clients’ stated goals through a commitment to continuous learning Production Partnership 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 Internal Resource 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 People Management Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations Participates in the hiring process for direct reports as well as additional department hires as needed Serves as mentor and coach for account executives as needed Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Requirements

8-10+ 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, 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

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 and provide applied explanation to the client and internal team
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 and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance.
Researches current and emerging markets and products, bringing solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
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, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Participates in the hiring process for direct reports as well as additional department hires as needed
Serves as mentor and coach for account executives as needed
Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met