The Client Executive provides strategic oversight for mid‑to‑large, high‑revenue clients requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes.

ESSENTIAL JOB DUTIES include but are not limited to:

Book of Business: Managing or oversight of a strategic book of medium-to-large clients with moderate-to-high revenue value, typically self-funded with customized plans that require consultative engagement and customized benefit strategies.
Leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
Supports prospecting efforts and collaborate with Producers on strategic growth initiatives.
Builds and maintains strong carrier relationships to deliver optimal client outcomes.
Develops budgets and ROI models for benefits programs.
Coaches, mentors, and guides across Client Managers and peers.

Key strengths and traits include but are not limited to:

Exemplary oral & written communication skills
Executive presence & professional composure
Strategic thinking
Integrity
Systems thinking; ability to manage complexity and interdependencies
Coaching + knowledge-sharing mindset; supports the growth of others

Qualifications

Active Life & Health License
5+ years relevant experience
Self-insurance & compliance knowledge
Technical applications skills: OE guide applications, self-funded plan structures and compliance requirements, budgets + ROI models
Advanced understanding of market forces, funding strategies, and regulatory shifts (ability to apply)

Salary Range

$100,000—$200,000 USD

Compensation & Benefits

Being 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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the 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.

*These benefits do not apply to internship roles.

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

• Business Insurance Magazine – Best Places to Work in Insurance

• US Insurance Awards – Community Outreach Project of the Year

• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist

• Inc. Magazine Best Workplaces

• Inc. 5000 – List of Fastest Growing Companies

• Alaska Journal of Commerce – Best Workplaces in Alaska

• Charlotte Business Journal – Best Places to Work

• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies