Address
Form of workWhat You'll Do
- Build and maintain strong relationships with a portfolio of key clients. The anticipated book of business assigned will be between 10-12 clients
- Serve as the main point of contact for clients, addressing their inquiries, concerns, and service requests promptly and professionally
- Act as a trusted advisor to clients, offering expert advice on Employee Benefits programs, including health insurance, voluntary benefits, and wellness initiatives
- Analyze client needs and develop innovative benefit strategies to meet their specific objectives and budget requirements
- Manage the renewal process for assigned client accounts, including market analysis, plan design, and negotiation with insurance carriers
- Conduct thorough benefits plan reviews to identify areas for improvement, cost-saving opportunities, and compliance issues
- Collaborate with internal teams to ensure seamless implementation of benefit programs and resolve any operational issues
- Monitor client satisfaction levels and proactively address any concerns or issues to ensure high client retention rates
- Collaborate with the sales team to support new business development efforts, including proposals, presentations, and client prospecting
- Ensure clients' benefit plans adhere to applicable regulations and assist with compliance audits, reporting, and documentation
- Stay up-to-date with industry trends, regulatory changes, and market developments, and provide proactive recommendations to clients
- Responsible for accuracy of your work product and that of others assisting you
- Attend company and department meetings and position-related seminars/classes
- Attend client meetings, carrier functions, and other events as required to help foster a community of connection
- Demonstrate a strong commitment to personal and professional growth and actively seek opportunities to enhance skills and expertise relevant to the job
- Collaborate with colleagues and supervisors to identify areas for improvement and establish meaningful goals that contribute to personal and organizational success
- Contribute to a culture of learning within the organization by sharing knowledge, insights, and best practices with team members
- Bachelor's Degree in Business Administration, Human Resources, or a related field (or equivalent experience)
- Proven experience as a Client Manager, Account Manager, or similar role in the Employee Benefits brokerage industry for 5+ years required
- Professional certifications, such as Certified Employee Benefits Specialist (CEBS) or GBDS are a plus
- 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
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
#LI-AB1
Compensation & BenefitsBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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. In addition to our robust benefits package, the hiring range for this position is $80,000 - $105,000. While this is the targeted range, final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry.
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
- 2021 Wichita Business Journal's Fastest Growing Companies List
