Sr. Account Executive - Employee Benefits

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:

• 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.
  • Utilize advanced 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
  
  
  
  • Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance.
  • Research current and emerging markets and products, bringing solutions to the table that are aligned with clients' stated goals through a commitment to continuous learning.
  
  
  
  
• Production Partnership
  
  
  
  • Co-facilitate finalist and/or prospect meetings as requested.
  • Comprehensively develop and deliver prospect requests for proposals (RFPs).
  • Ensure scheduled compensation is received and properly executed.
  
  
  
  
• Internal Resource
  
  
  
  • Actively serve as a resource for other agency benefits staff throughout the entire benefits division.
  • Lead and participate in special projects and agency-wide committees as requested.
  
  
  
  
• People Management
  
  
  
  • Coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations.
  • Participate in the hiring process for direct reports as well as additional department hires as needed.
  • Serve as mentor and coach for account executives as needed.
  • Provide feedback to service team members, and their director supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met.
  
  
  
  

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

• 5+ years of similar or related experience required.
• Demonstrates advanced 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 develop 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.
• Ability to attain and maintain Life and Health licensure
• 4-year degree in business or related discipline preferred.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

#LI-KM1

COMPETENCIES & TRAITS:

• Building relationships
  
  
  
  • Invests in relationships to best achieve shared results.
  • Takes initiative to engage with co-workers and clients.
  
  
  
  
• Self- Direction
  
  
  
  • Ability to effectively plan and organize work independently.
  • Takes initiative to establish goals, create deliverables, and lead projects.
  
  
  
  
• Manage Client Relationships
  
  
  
  • Identifies key professional working relationships and works to develop them over time.
  • Proactively engages in and promotes clear communication of information and needs within working relationships.
  
  
  
  
• Interpersonal skills
  
  
  
  • Ability to foster and maintain healthy, mutually beneficial relationships with others.
  • Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.
  
  
  
  
• Problem Solving
  
  
  
  • Ability to view situations in an objective or critical manner and choose the best solution accordingly.
  • Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.