Client Executive, Team Lead (Employee Benefits)

IMA Financial Group•Pasadena, TX

10d•$120,000 - $170,000

About The Position

The Client Executive, Team Lead (Employee Benefits) leads enterprise-level, high-visibility client engagements involving complex funding and service models. The role serves as a trusted executive advisor to key client stakeholders, drives business development and prospect strategy as an Employee Benefits subject matter expert, and leads teams or initiatives with significant market or enterprise impact. The position oversees a highly complex, high-revenue, high-visibility book of business and shapes benefits strategy at the market and enterprise levels. It also coaches, mentors, and develops staff. The role requires an active Life & Health license, at least eight years of relevant experience, advanced Excel skills, and expert fluency in self-funding, captives, and alternative funding strategies. Experience leading a team is preferred. The stated salary range is $120,000–$170,000 USD. Final compensation depends on factors including geographic location, relevant experience, and the candidate’s knowledge, skills, and abilities. The role is eligible for an annual performance bonus, stock purchase, medical and prescription coverage, dental and vision insurance, family assistance, FSA and HSA, pre-tax parking, 401(k), life and disability coverage, and other insurance and support programs. Additional offerings include paid time off, paid holidays, flexible work options, sabbatical, gift matching, a well-being stipend, and personal and professional development.

Requirements

Active Life & Health License.
At least 8 years of relevant experience.
Advanced Excel skills.
Expert-level fluency in self-funding, captives, and alternative funding strategies.
Market-facing subject matter expertise and the ability to inform strategy through deep industry insight.

Nice To Haves

Experience leading a team.

Responsibilities

Oversee a highly complex, high-revenue, high-visibility book of business with enterprise-level clients, complex funding models, and custom service structures.
Serve as a trusted advisor to key client stakeholders and as an expert in the client lifecycle process.
Drive business development and prospect strategy as a subject matter expert serving the Employee Benefits department.
Maintain networking relationships with carriers and clients.
Shape and influence market-level and enterprise-level benefits strategy.
Coach, mentor, and develop staff, and ensure team members receive support to grow.
Lead teams or initiatives with significant market or enterprise impact.