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IMA Financial Group, Inc. · 2 hours ago

Account Executive - Employee Benefits

St. Petersburg, FL

Full-time

Onsite

Senior Level

5+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking an Employee Benefits Client Executive. This role is responsible for managing client accounts, ensuring high-quality service, and leading the renewal process while building strong relationships with clients and carriers.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Lead both long-term and short-term strategic consultation and planning efforts for client benefit programs

Ensure programs and plan design are aligned with all applicable regulatory requirements

Utilize intermediate knowledge of underwriting practices to analyze claims data and provide applied explanations to the client and internal team

Plan and direct the renewal process for all lines of coverage, including negotiating rate renewals and recommending carrier changes or alternative funding arrangements

Direct and oversee the service teams' work assignments related to project management, claims escalation and resolution

Collaborate with a Client Service Associate to verify the accuracy of presentation spreadsheets by comparing carrier proposals and assist in assembling formal proposals for clients

Develop strong carrier and vendor relationships to support and lead 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 leadership to identify current and emerging markets and products, delivering solutions aligned with clients' goals through ongoing commitment to ongoing learning and development

Develop and deliver client communications, including presentations at client meetings, to inform and educate on benefits legislation, compliance, industry trends, and new products

Field telephone inquiries as needed from both clients and their employees about their current coverage and insurance contracts, as well as general questions about insurance or benefits and regulations pertaining to insurance and benefits such as COBRA, HIPAA, and S125

Make routine service calls to the client's workplace as needed within their team structure to address service issues and proactively demonstrate our high level of commitment to superior service

Complete annual Stewardship Reports and quarterly Claims Utilization Reviews

Provide technological support and conduct annual open enrollment meetings, including employee presentations

Plan annual client enrollments, including the development of enrollment strategies and educational materials to help employees understand and effectively utilize their benefits

Adhere to established departmental and agency procedures by tracking activities, client history, communications, and accurately documenting all information within the agency system

Maintain knowledge of and comply with Agency guidelines, policies, and procedures

Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary

Accept and apply coaching from supervisors and managers in alignment with the Agency's policies and procedures

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations

Qualification

Florida 2-15 Life & Health LicenseBusiness acumenMS Office SuiteClient communicationStrategic planningCollaborationAdaptabilityProblem-solving

Required

Florida 2-15 Life & Health License Required

Bachelor's degree, and 5 to 7 years relevant agency experience or equivalent combination of education and experience

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

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