Account Executive (Employee Benefits)

What You’ll Do

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 continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.

Supports and demonstrates IMA’s core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesClient ManagementLeads both long- and short-term strategic consultation and planning efforts for client benefit programsEnsures programs and plan design are in alignment with all applicable regulatory requirementsUtilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal teamDirects the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reportingCarrier and Vendor RelationshipsDevelops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessaryCoordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learningProduction PartnershipParticipates in finalist and/or prospect meetings in partnership with production staff as appropriateParticipates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requestedPartners with production staff to ensure compensation received is properly executedInternal ResourceAvailability to serve as a resource for other agency benefits staff throughout the entire benefits divisionStrong commitment to participation in department or agency-wide committees and special projectsPeople ManagementMay coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluationsParticipates in the hiring process for direct reports as well as additional department hires as neededProvides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met

You Should Have

5+ years of similar or related experience requiredDemonstrates above average business acumen related to strategy execution, interdependencies, and decision consequencesDemonstrates positive mindset and ability to optimize performance through collaborationDemonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectivenessDemonstrates advanced skills with MS Office SuiteDemonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutionsAttains and maintains Life and Health licensure4-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.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, EcoPass, Montly Parking Reimbursement, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 2021 Wichita Business Journal’s Fastest Growing Companies List