Lead Client Executive (Employee Benefits)

Lead Client Executive (Employee Benefits)

This position is considered a key leadership position which requires overall responsibility for client relations and team function.

Essential duties and responsibilities include :

• Participate as a team leader by providing support to all levels in various capacities.
• Responsible for assisting in new business opportunities and developing retention strategies for existing clients by working collaboratively with assigned producer(s).
• Responsible for engineering and managing efficient workflow within the team.
• Plan and execute the renewal process for assigned accounts as well as those assigned to your team.
• Provide exceptional internal and external client services.
• Behavior consistently reflects the best interest of the client, employees, and Bolton.
• Directly responsible for retention of all accounts assigned to the team.
• Responsible for clarity of goals, delegation of duties and workflow within the team.
• Possess working knowledge of agency management system and ensure proper utilization.
• Participate in the review process and mentorship of each team member.
• Work effectively with BBS personnel in the development of a service management program for clients.
• Adhere to policies and procedures set forth for the Department and IMA / Bolton.
• Function as primary contact for team's clients as appropriate.
• Work strategically with sales staff to optimize relationships and protect client's business.
• Develop and maintain excellent relationships with our partners, carriers and vendors.
• Attend company and department meetings, position-related seminars / classes, client meetings, carrier functions, and other events as required.
• Pursue a program for personal and professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders.
• Active participation in Employee Benefits initiatives, as needed.

Supervisory responsibilities include time and attendance, performance management, effective communication, employee relations and disciplinary action. Knowledge of current FLSA standards for wage and hour, as well as compliance with state and federal employment laws, is critical.

Job specifications include :

Physical demands and work environment include :

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 : $125,000$150,000 USD

Compensation and benefits include :

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.

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.