Client Executive, Team Lead (Employee Benefits)

IMA Financial Group•Pasadena, CA

11d•$120,000 - $170,000

About The Position

The Client Executive, Team Lead leads enterprise-level, high-visibility Employee Benefits client engagements involving complex funding and service models. The role serves as a trusted executive advisor to client stakeholders, drives business development and prospect strategy, and leads teams or initiatives with significant market or enterprise impact. It oversees a highly complex, high-revenue, high-visibility book of business requiring intensive service and strategic engagement. The position also shapes benefits strategy and supports the growth and development of staff.

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.
Ability to serve as a market-facing subject matter expert and 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, including complex funding models and custom service structures.
Serve as a trusted advisor to key client stakeholders and demonstrate expertise in the client lifecycle process.
Drive business development and prospect strategy as a subject matter expert for the Employee Benefits department.
Maintain networking with carriers and clients.
Shape and influence market-level and enterprise-level benefits strategy.
Coach, mentor, and develop staff, ensuring team members receive the support they need to grow.
Lead teams or initiatives with significant market or enterprise impact.