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IMA Financial Group

Client Executive (Employee Benefits)

Denver, USAPosted 3 weeks ago

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Job type
Not listed
Work mode
Not listed
Level
Executive
Department
Business Development
Experience
8+ years experience
Posted
Sep 8, 2026

About the role

Role Description

Leads enterprise-level, high-visibility client engagements with complex funding and service models. This role serves as a trusted executive advisor, drives business development, and leads teams or initiatives with significant market or enterprise impact.

ESSENTIAL JOB DUTIES include but are not limited to:

  • Book of Business: Oversight of highly complex, high-revenue, high-visibility book with enterprise-level clients, often with complex funding models and custom service structures that require very high service intensity and deep strategic engagement.
  • Serves as a trusted advisor to key client stakeholders and is an expert in the client lifecycle process.
  • Drives business development and prospect strategy as a subject matter expert serving the Employee Benefits department.
  • Maintains networking with carriers and clients.
  • Shapes and influences market-level and enterprise-level benefits strategy.
  • Coaches, mentors, and develops staff and ensures team members receive support needed to grow.

Key strengths and traits include but are not limited to:

  • Driving results
  • Achievement motivation & perseverance
  • Business acumen; tactical to strategic
  • Visionary thinking
  • Emotional intelligence
  • Influence/persuasion – for enterprise impact
  • Drives innovation

Qualifications

  • Active Life & Health License
  • 8+ years relevant experience
  • Technical application skills: Advanced Excel, expert level fluency in self-funding, captives and alternative funding strategies
  • Market facing subject matter expert; ability to inform strategy through deep industry insight