Client Executive, Team Lead (Employee Benefits)

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; experience leading a team preferred • 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

#LI-JS1

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range $120,000-$170,000 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: