Account Executive-1/Employee Benefits - IMA Financial Group

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continuously seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.

What You'll Do

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client Management
  • 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 intermediate knowledge of actuarial concepts 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
• Carrier and Vendor Relationships
  • Develops strong carrier and vendor relationships to support and participate in negotiation and advocacy during client coverage placement and renewal process
  • Utilizes internal subject matter experts and practice leaders to bring current and emerging markets and products, and brings solutions to the table aligned with clients' stated goals through a commitment to continuous learning
• Production Partnership
  • Participates in finalist and/or prospect meetings in partnership with production staff as appropriate
  • Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested
  • Partners with production staff to ensure compensation received is properly executed
• Internal Resource
  • Availability to serve as a resource for other agency benefits staff throughout the entire benefits division
  • Strong commitment to participation in department or agency-wide committees
• People Management
  • Manages the work of the segment and assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations 
  • Facilitates segment team meetings, communicating division information 
  • Participates in the hiring process for direct reports as well as additional department hires 
  • Serves as a mentor and coach for members of the segment as needed 
  • Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met 

You Should Have

• 5+ years of similar or related experience required
• Demonstrates intermediate 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

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