Global Account Executive - Employee Benefits
Company: IMA Financial Group
Location: Pasadena
Posted on: November 13, 2023
Job Description:
Global Account Executive - Employee Benefits
Job Locations
US - US-KS-Overland Park - US-CO-Denver - US-TX-Dallas -
US-KS-Wichita - US-WA-Bellevue - US-CA-Pasadena
Job ID
2023-3717
What You'll Do
IMA's Global Risk team is seeking an Account Executive to join our
Global Benefits group. This person is an integral part of out
Global Employee Benefits unit by acting as a key strategic leader
and partnering closely with our clients and carriers. We are
currently looking to add an experienced insurance professional to
this dynamic team. This position is eligible for remote work.
Responsibilities may include but are not limited to:
- Train and educate internal and
external stakeholders on key elements of global benefits and
insurance strategy and consulting skills
- Lead the Global Account Manager(s) and Global Account
Coordinator(s) and direct their activities related to the IMA
Global Benefits Practice
- Develop & maintain proactive communication level with IMA
service teams, clients, production staff and external partners.
This includes handling client and/or insurance company
questions/issues concerning services rendered or referring
complaints of service failures to the appropriate management staff
for investigation and resolution
- Participate in preparation of new and renewal submissions and
obtain underwriting information
- Assist Managing Director with RFI and RFP responses
- Develop a service plan tailored to client's needs with
designated Producers
- Participate in developing marketing strategy for renewals and
new business including cultivating and maintaining good
communication with insurance markets
- Conduct periodic coverage and business risk reviews
- Develop sales of additional lines of coverage or services on
existing accounts
- Responsible for collection of all account receivable items
and/or review of foreign commissions in accordance with IMA
Accounts Receivable Policy
- Responsible for negotiating of service fee contracts with IMA
production teams and/or external broker partners
- Communicate to Account Managers regarding the account review
information and then bind coverage information in conjunction with
work-flow standards
- Actively support the IMA global network of broker partners by
engaging with WBN, Assurex, CIAB events, education committees, and
conferences
- Communicate with Global Risk & Benefits Managing Director
regarding department strategies, needs, and performance
- Maintains renewal list of global Benefits clients and Global AM
assignments
You Should Have:
- 5+ years of similar or related experience
- Bachelor's Degree preferred or equivalent experience
- Previous Employee Benefits Broker/Carrier experience
required
- Ability to obtain/maintain professional insurance licensing
required
- Entrepreneurial spirit and ability to innovate and lead
initiatives
- Ability to develop and oversee workflows
- Ability to empower the team and facilitate collaboration
- Motivated by building from scratch and finding creative
solutions
- Good verbal and non-verbal communicator
- Good listener, asking thoughtful questions to create deeper
understanding
- Ability to think strategically based on team leadership need,
client's priorities and marketplace cycle
- Courtesy, tact and diplomacy as much of the work involves
personal contact with others inside and/or outside the
organization
- Strong written and oral communication skills
- Strong proficiency in computer skills and programs such as
Microsoft Office. Experience understanding Applied Epic
preferred.
- Some travel required (15%)
- Strengthens IMA brand as subject matter expert (speaking at
conferences, white papers, carrier relationships, etc.) The
willingness to complete additional duties and take on additional
responsibility as the need arises This Job Description is not a
complete statement of all duties and responsibilities comprising
this position. #LI-AS1 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.
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, Health Club Reimbursement,
Personal and Professional Development. In addition to our robust
benefits package, the hiring range for this position is $67,900 -
$115,000. While this is the targeted range, 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.
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.
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2020-2022 Business Insurance Magazine Best Places to Work in
Insurance
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most
Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to
Work
- 2021-2023 Los Angeles Business Journal's Best Places to
Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best
Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in
extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in
Alaska
- 2021 Wichita Business Journal's Fastest Growing Companies
List
Keywords: IMA Financial Group, Pasadena , Global Account Executive - Employee Benefits, Other , Pasadena, California
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