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IMA Financial Group, Inc. · 2 days ago

Account Executive/Employee Benefits

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

IMA Financial Group, Inc. is seeking an Account Executive to work closely with Producers in closing new business while leading an account service team. The role involves client management, strategic consultation for benefit programs, and developing relationships with carriers and vendors, all while ensuring compliance with regulatory requirements.

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 programs

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 leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary

Coordinates 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

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 and special projects

People Management

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

Participates in the hiring process for direct reports as well as additional department hires as needed

Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met

Qualification

Client ManagementActuarial ConceptsLifeHealth LicensureMS Office SuiteBusiness AcumenCommunication SkillsCollaborationAdaptability

Required

5+ years of similar or related experience required

Demonstrates above average 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

Attains and maintains 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