Senior Client Executive (Employee Benefits)

IMA Financial GroupDallas, NY
Hybrid

About The Position

Provides executive-level leadership for the organization’s most critical and strategically significant client relationships. This role shapes enterprise-wide benefits strategy, leads large or multi-market teams, and represents the Employee Benefits function in executive and strategic leadership forums. The role involves oversight of a critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive-level service and custom strategic delivery. It shapes the overall client relationship and lifecycle strategy, networks and builds relationships with carriers and direct report clients, and owns strategic outcomes for high-stakes initiatives with measurable enterprise value. The position directs department or team development and mentors across functions (including senior leaders), and serves as a recognized subject matter authority shaping long-term organization strategy.

Requirements

  • Active Life & Health License
  • 10+ years relevant experience
  • Ability to architect enterprise-level service models and strategic delivery frameworks
  • Expert-level market knowledge and trend foresight – ability to leverage and shape enterprise strategy

Nice To Haves

  • Composure & resiliency
  • Leadership maturity
  • Enterprise influence
  • Strategic judgement

Responsibilities

  • Oversight of critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive-level service and custom strategic delivery.
  • Shapes the overall client relationship and lifecycle strategy.
  • Networks and builds relationships with carriers and direct report clients.
  • Owns strategic outcomes for high-stakes initiatives with measurable enterprise value.
  • Directs department or team development and mentors across functions (including senior leaders).
  • Serves as a recognized subject matter authority shaping long-term organization strategy.

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development
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