Account Executive, Employee Benefits - IMA Financial Group

What You Will Do

• Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives
• Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools
• Lead both long- and short-term strategic consultation and planning efforts for client benefit
• programs
• Ensure programs and plan design are in alignment with all applicable regulatory requirements including ability to lead compliance conversations/reviews with client and provide non-legal review of carrier/vendor documents/contracts
• Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team, including ability to prepare & deliver renewal presentations if needed
• Direct the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
• Responsible for ensuring client deliverables meet quality, accuracy and professional standards
• Develop 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 necessary
• Coordinate 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 learning
• Experience leading & participating in new carrier implementations across multiple benefit lines such as medical, Rx, dental, vision, life/disability/leave, etc.
• 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 and special projects
• Provide mentorship & guidance to Account Managers & Analysts
• May 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
• Provide feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met
• Participate in finalist and/or prospect meetings as determined by National Accounts Director & production staff
• Support and demonstrate IMA's core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

You Should Have

• Bachelor's Degree or equivalent experience
• Proven experience as a Lead Consultant, Analyst, Account Manager, or similar role in the employee benefits brokerage industry for 7+ years required
• Previous experience working with clients in the Union/Public Labor sector strongly desired
• Attain and maintain applicable state Life and Health License in accordance with IMA standards
• Willing and able to travel required (30-50%)
• Proficient in using Microsoft Office suite required
• Strong understanding of compliance and regulatory requirements, such as ERISA, ACA, HIPAA, etc. required
• In-depth knowledge of employee benefits programs, insurance products, and industry trends
• Exceptional client service orientation with a focus on building long-term relationships
• Demonstrate a genuine passion for acquiring new knowledge and skills, staying abreast of industry advancements and best practices
• Proven ability to set ambitious yet achievable goals, and consistently work towards their attainment
• Capable of prioritizing tasks effectively and managing multiple client and responsibilities concurrently
• Able to work collaboratively with colleagues, supervisors, and external partners to set goals, exchange ideas, and drive results
• Willingness to embrace change, adjust goals as needed, and learn from setbacks to continually improve performance
• Possess the drive to pursue personal development opportunities independently, while adhering to established timelines and objectives

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