Senior Client Executive

IMA Financial GroupSaint Petersburg, FL
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.

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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