Senior Client Executive

IMA Financial Group•Wallingford, CT

11d•$161,000 - $215,000

About The Position

The Senior Client Executive will lead strategic consultation and planning for client benefit programs, ensuring alignment with regulatory requirements. This role involves utilizing advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide explanations. The executive will also direct service teams, manage carrier and vendor relationships, and lead negotiation efforts. Additionally, they will co-facilitate prospect meetings, develop technical responses to RFPs, and ensure accurate compensation execution. Internally, the role requires serving as a subject matter expert, leading special projects, and participating in committees. People management responsibilities include coordinating the work of assigned associates, providing performance evaluations, participating in hiring, and mentoring other account executives.

Requirements

5+ years of similar or related experience required
Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
Demonstrates positive mindset and ability to optimize performance through collaboration
Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
Demonstrates advanced skills with MS Office Suite
Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
Attains and maintains Life and Health licensure
4-year degree in business or related discipline preferred

Nice To Haves

Building relationships
Self-Direction
Manage Client Relationships
Interpersonal skills
Problem Solving

Responsibilities

Leads both long- and short-term strategic consultation and planning efforts for client benefit program
Ensures programs and plan design are in alignment with all applicable regulatory requirements
Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients’ stated goals through a commitment to continuous learning
Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
Develops and submits technical responses to prospect requests for proposals (RFPs)
Ensures compensation received is accurate and properly executed
Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Participates in the hiring process for direct reports as well as additional department hires as needed
Serves as a mentor and coach for account executives as needed
Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met