IMA Financial Group

Insurance

SeniorClientExecutive

$225–350k ~AI est. St. Petersburg, Florida, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Client Executive at IMA Financial Group. Skills: Client relationships, Strategic planning, Revenue generation. Provide executive leadership. Shape benefits strategy”

Industry & Context.

Insurance

What They're Looking For.

Must Have

Active Life & Health License, 10+ years relevant experience, Ability to architect service models, Expert-level market knowledge, Trend foresight

What You'll Do.

Provide executive leadership

Shape benefits strategy

Lead multi-market teams

Represent Employee Benefits function

Oversee top-tier revenue

Shape client lifecycle strategy

Network with carriers

Build relationships with clients

Own strategic outcomes

Direct team development

Mentor across functions

How You'll Work.

Team & Collaboration

Work in teams; Sell in teams

Full Job Description

ROLE DESCRIPTION Provides executive‑level leadership for the organization’s most critical and strategically significant client relationships. This role shapes enterprise‑wide benefits strategy, leads large or multi‑market teams, and represents the Employee Benefits function in executive and strategic leadership forums. ESSENTIAL JOB DUTIES include but are not limited to: • Book of Business: Oversight of critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive-level service and custom strategic delivery. • Shapes the overall client relationship and lifecycle strategy. • Networks and builds relationships with carriers and direct report clients. • Owns strategic outcomes for high-stakes initiatives with measurable enterprise value. • Directs department or team development and mentors across functions (including senior leaders). • Serves as a recognized subject matter authority shaping long-term organization strategy. KEY STRENGTHS AND TRAITS include but are not limited to: • Composure & resiliency • Leadership maturity • Enterprise influence • Strategic judgement QUALIFICATIONS • Active Life & Health License • 10+ years relevant experience • Ability to architect enterprise-level service models and strategic delivery frameworks • Expert-level market knowledge and trend foresight – ability to leverage and shape enterprise strategy 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, Prescrip

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