Client Executive (Employee Benefits)

IMA Financial Group•Tacoma, WA

About The Position

The Client Executive provides strategic oversight for medium-to-large, high-revenue employee benefits clients that require consultative benefits strategy and advanced lifecycle management. The role manages or oversees a strategic book of business, typically involving self-funded clients and customized benefit plans. It partners closely with Producers, supports business development, builds carrier relationships, optimizes client programs and outcomes, and coaches operational teams and peers. The position develops budgets and ROI models for benefits programs and leads advanced client lifecycle activities, including contract negotiation and escalated issue resolution. It requires strong communication, executive presence, strategic and systems thinking, integrity, professional composure, and a commitment to coaching and knowledge-sharing. The listed salary range is $130,000–$180,000 USD. The final offer may depend on geographic location, relevant experience, and the candidate’s knowledge, skills, and abilities. The role is eligible for a range of benefits and rewards, including a performance bonus, stock purchase, health and insurance plans, retirement benefits, paid time off, flexible work options, paid holidays, a sabbatical, a well-being stipend, and personal and professional development. IMA describes its ownership model as offering associates part ownership.

Requirements

Active Life & Health License.
At least 5 years of relevant experience.
Knowledge of self-insurance and compliance.
Technical application skills, including OE guide applications, self-funded plan structures and compliance requirements, and budgets and ROI models.
Advanced understanding of market forces, funding strategies, and regulatory shifts, with the ability to apply that understanding.
Exemplary oral and written communication skills.
Executive presence and professional composure.
Strategic thinking, integrity, and systems thinking, including the ability to manage complexity and interdependencies.
A coaching and knowledge-sharing mindset that supports the growth of others.

Responsibilities

Manage or oversee a strategic book of medium-to-large clients with moderate-to-high revenue value, typically involving self-funded plans and customized benefit strategies.
Lead advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
Support prospecting efforts and collaborate with Producers on strategic growth initiatives.
Build and maintain strong carrier relationships to deliver optimal client outcomes.
Develop budgets and ROI models for benefits programs.
Coach, mentor, and guide Client Managers and peers.
Optimize client programs and outcomes.