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IMA Financial Group, Inc. · 1 day ago

Account Executive - Employee Benefits

Atlanta, GA

Full-time

Onsite

Senior Level

5+ years exp

IMA Financial Group, Inc. is a growing company known for its commitment to associates and community. The Account Executive role focuses on managing client benefit programs, building relationships with carriers and vendors, and overseeing the work of associates in the benefits division.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

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

Qualification

Client ManagementActuarial ConceptsLifeHealth LicensureMS Office SuiteBusiness AcumenCommunication SkillsCollaborationAdaptabilityMentoring

Required

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

Preferred

4-year degree in business or related discipline preferred

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees