Client Executive (Employee Benefits)

IMA Financial Group•Spokane Valley, WA

1d•$130,000 - $180,000

About The Position

The Client Executive (Employee Benefits) provides strategic oversight for mid-to-large, high-revenue clients requiring consultative benefits strategy and advanced lifecycle management. The role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. The position manages or oversees a strategic book of medium-to-large clients with moderate-to-high revenue value, typically involving self-funded, customized plans that require consultative engagement and tailored benefit strategies. It leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization. The Client Executive also supports prospecting and strategic growth initiatives with Producers, builds carrier relationships, develops benefits-program budgets and ROI models, and coaches and mentors Client Managers and peers.

Requirements

Active Life & Health License.
At least 5 years of relevant experience.
Knowledge of self-insurance and compliance.
Technical application skills related to 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.
Systems thinking and 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.
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 carrier relationships to deliver optimal client outcomes.
Develop budgets and ROI models for benefits programs.
Coach, mentor, and guide Client Managers and peers.