Client Executive (Employee Benefits)

IMA Financial Group•Portland, OR

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 position partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. The role manages or oversees a strategic book of medium-to-large clients with moderate-to-high revenue value, typically involving self-funded, customized plans. It leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization; supports prospecting and strategic growth initiatives with Producers; builds carrier relationships; and develops budgets and ROI models for benefits programs. The Client Executive also coaches, mentors, and guides Client Managers and peers. The role requires an active Life & Health License, at least five years of relevant experience, knowledge of self-insurance and compliance, technical skills related to OE guide applications and self-funded plan structures, and an advanced understanding of market forces, funding strategies, and regulatory shifts. IMA describes its benefits and rewards package as supporting associates and their families. The position is eligible for the listed benefits, subject to the company’s stated eligibility terms. Final offer amounts depend on factors including geographic location, relevant experience, knowledge, skills, and abilities.

Requirements

Active Life & Health License.
At least 5 years of relevant experience.
Self-insurance and compliance knowledge.
Technical application skills, including OE guide applications, self-funded plan structures, and compliance requirements.
Ability to apply an advanced understanding of market forces, funding strategies, and regulatory shifts.
Exemplary oral and written communication skills.
Executive presence and professional composure.
Strategic thinking.
Integrity.
Systems thinking and 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.
Optimize client programs and outcomes.