Client Executive - Employee Benefits

IMA Financial Group•Chicago, IL

1d•Hybrid

About The Position

The Client Executive provides strategic oversight for mid- to large, high-revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

Requirements

Active Life & Health License
5+ years relevant experience
Self-insurance & compliance knowledge
Technical applications skills: OE guide applications, self-funded plan structures and compliance requirements, budgets + ROI models
Advanced understanding of market forces, funding strategies, and regulatory shifts (ability to apply)

Nice To Haves

Exemplary oral & written communication skills
Executive presence & professional composure
Strategic thinking
Integrity
Systems thinking; ability to manage complexity and interdependencies
Coaching + knowledge-sharing mindset; supports the growth of others

Responsibilities

Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies.
Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
Supports prospecting efforts and collaborate with Producers on strategic growth initiatives.
Builds and maintains strong carrier relationships to deliver optimal client outcomes.
Develops budgets and ROI models for benefits programs.
Coaches, mentors, and guides across Client Managers and peers.