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IMA Financial Group, Inc. · 3 months ago

Team Lead, Client Executive – Employee Benefits

Pasadena, CA

Full-time

Onsite

Senior Level

$125K/yr - $150K/yr

7+ years exp

IMA Financial Group is a recognized leader in the Employee Benefits industry, seeking a Team Lead, Client Executive to drive team performance and client engagement. This strategic leadership role involves overseeing a high-performing team while serving as a senior-level client executive, focusing on operational efficiency and exceptional client service delivery.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Lead and manage a team of individual contributors and/or managers

Oversee team performance, including time and attendance, performance reviews, and employee relations

Drive retention of team members and the team’s book of business through effective leadership, engagement, and strategic client management

Ensure clarity of team goals, delegation of responsibilities, and efficient workflow

Prioritize and distribute workload across the team to ensure balance and efficiency

Provide mentorship, coaching, and professional development opportunities

Support team members with overflow work and complex client issues

Promote a culture of collaboration, accountability, and continuous learning

Participate in the hiring, onboarding, and training of new team members

Ensure compliance with FLSA standards and employment laws

Serve as a strategic advisor and primary contact for select clients

Support team members in client-facing activities including renewals, escalations, and strategic planning

Collaborate with producers to develop retention strategies and identify new business opportunities

Maintain strong relationships with clients, carriers, and vendor partners

Ensure exceptional internal and external client service delivery

Function as a subject matter expert and resource for complex client needs

Engineer and manage efficient team workflows and service delivery processes

Ensure proper utilization of agency management systems (e.g., EPIC, Smartsheets)

Contribute to department initiatives and operational improvements

Support prospecting efforts and contribute to business development

Drive profitability through effective team and client management

Attend company meetings, client meetings, carrier functions, and industry events

Actively participate in Employee Benefits initiatives and cross-functional projects

Qualification

Employee Benefits expertiseClient managementTeam leadershipLife & Health LicenseMicrosoft Office (Advanced Excel)EPICSmartsheetsHigh integrityEmotional intelligenceAdaptability

Required

College degree preferred

7–10 years of experience in the Employee Benefits industry, including leadership and client management roles

Active Life & Health License required

Advanced knowledge of Employee Benefits products, services, and market trends

Strong technical skills: Microsoft Office (Advanced Excel), EPIC, Smartsheets

Completed Rembrandt review or equivalent leadership assessment

Demonstrated ability to lead teams, manage client relationships, and drive results

High integrity, emotional intelligence, and adaptability in a fast-paced environment

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