Team Lead, Client Executive – Employee Benefits

IMA Financial Group•Pasadena, CA

13d•$125,000 - $150,000

About The Position

Job Summary: The Team Lead, Client Executive is a strategic leadership role within the Employee Benefits department. This position is responsible for leading a high-performing team while also serving as a senior-level client executive. The role requires a balance of operational oversight, team development, and direct client engagement. The ideal candidate will demonstrate advanced industry knowledge, emotional intelligence, and a commitment to excellence in service delivery and team performance. Key Responsibilities Team Leadership & Oversight Lead and manage a team of individual contributors and/or managers. Oversee team performance, including time and attendance, performance reviews, and employee relations. Drive retention of team members and the team’s book of business through effective leadership, engagement, and strategic client management. Ensure clarity of team goals, delegation of responsibilities, and efficient workflow. Prioritize and distribute workload across the team to ensure balance and efficiency. Provide mentorship, coaching, and professional development opportunities. Support team members with overflow work and complex client issues. Promote a culture of collaboration, accountability, and continuous learning. Participate in the hiring, onboarding, and training of new team members. Ensure compliance with FLSA standards and employment laws. Client Executive Responsibilities Serve as a strategic advisor and primary contact for select clients. Support team members in client-facing activities including renewals, escalations, and strategic planning. Collaborate with producers to develop retention strategies and identify new business opportunities. Maintain strong relationships with clients, carriers, and vendor partners. Ensure exceptional internal and external client service delivery. Function as a subject matter expert and resource for complex client needs. Operational & Strategic Duties Engineer and manage efficient team workflows and service delivery processes. Ensure proper utilization of agency management systems (e.g., EPIC, Smartsheets). Contribute to department initiatives and operational improvements. Support prospecting efforts and contribute to business development. Drive profitability through effective team and client management. Attend company meetings, client meetings, carrier functions, and industry events. Actively participate in Employee Benefits initiatives and cross-functional projects.

Requirements

College degree preferred.
7–10 years of experience in the Employee Benefits industry, including leadership and client management roles.
Active Life & Health License required.
Advanced knowledge of Employee Benefits products, services, and market trends.
Strong technical skills: Microsoft Office (Advanced Excel), EPIC, Smartsheets.
Completed Rembrandt review or equivalent leadership assessment.
Demonstrated ability to lead teams, manage client relationships, and drive results.
High integrity, emotional intelligence, and adaptability in a fast-paced environment.

Responsibilities

Lead and manage a team of individual contributors and/or managers.
Oversee team performance, including time and attendance, performance reviews, and employee relations.
Drive retention of team members and the team’s book of business through effective leadership, engagement, and strategic client management.
Ensure clarity of team goals, delegation of responsibilities, and efficient workflow.
Prioritize and distribute workload across the team to ensure balance and efficiency.
Provide mentorship, coaching, and professional development opportunities.
Support team members with overflow work and complex client issues.
Promote a culture of collaboration, accountability, and continuous learning.
Participate in the hiring, onboarding, and training of new team members.
Ensure compliance with FLSA standards and employment laws.
Serve as a strategic advisor and primary contact for select clients.
Support team members in client-facing activities including renewals, escalations, and strategic planning.
Collaborate with producers to develop retention strategies and identify new business opportunities.
Maintain strong relationships with clients, carriers, and vendor partners.
Ensure exceptional internal and external client service delivery.
Function as a subject matter expert and resource for complex client needs.
Engineer and manage efficient team workflows and service delivery processes.
Ensure proper utilization of agency management systems (e.g., EPIC, Smartsheets).
Contribute to department initiatives and operational improvements.
Support prospecting efforts and contribute to business development.
Drive profitability through effective team and client management.
Attend company meetings, client meetings, carrier functions, and industry events.
Actively participate in Employee Benefits initiatives and cross-functional projects.