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IMA Financial Group
Dallas, TX, United States
What You Will Do Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools Lead both long- and short-term st
Job Source: IMA Financial GroupLockton Companies
Plano, TX, United States
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent ser
Job Source: Lockton CompaniesUSI Holdings Corporation
Dallas, TX, United States
General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities: Manage a complex book of business with various funding methods, advanced contract features and struc
Job Source: USI Holdings CorporationHUB International
Dallas, TX, United States
**About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due
Job Source: HUB InternationalUSI Insurance Services
Dallas, TX, United States
General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities: Manage a complex book of business with various funding methods, advanced contract features and struc
Job Source: USI Insurance ServicesHotchkiss Insurance
Dallas, TX, United States
Our Employee Benefits Division is growing, and we are seeking a Senior Account Executive who will manage an assigned book of business comprised of key and high revenue-producing accounts. You will lead the overall service, recommendations, and implementation of a book of insurance business and will be responsible for business development opportunit
Job Source: Hotchkiss InsuranceUSI Holdings Corporation
Dallas, TX, United States
General Description: The Producer Account Executive is responsible for maintaining the relationship on their book of business Responsibilities:Maintain a book of business that is over 500k in revenueAct as the Account Executive on client accountsEstablishes Strategic Plan for clientsEstablishes general expectations for service modelResponsible for
Job Source: USI Holdings CorporationLockton Companies
Plano, TX, United States
Senior Account Executive, Employee Benefits Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent Typically, more than 7 years of Client services experience is required Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong verbal and interpersonal communication skills
Job Source: Lockton CompaniesDallas, TX, United States
What You'll Do
Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives
Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools
Lead both long- and short-term strategic consultation and planning efforts for client benefit
programs
Ensure programs and plan design are in alignment with all applicable regulatory requirements including ability to lead compliance conversations/reviews with client and provide non-legal review of carrier/vendor documents/contracts
Utilize intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team, including ability to prepare & deliver renewal presentations if needed
Direct the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
Responsible for ensuring client deliverables meet quality, accuracy and professional standards
Develop strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary
Coordinate with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients' stated goals through a commitment to continuous learning
Experience leading & participating in new carrier implementations across multiple benefit lines such as medical, Rx, dental, vision, life/disability/leave, etc.
Availability to serve as a resource for other agency benefits staff throughout the entire benefits division
Strong commitment to participation in department or agency-wide committees and special projects
Provide mentorship & guidance to Account Managers & Analysts
May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Participate in the hiring process for direct reports as well as additional department hires as
needed
Provide feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met
Participate in finalist and/or prospect meetings as determined by National Accounts Director & production staff
Support and demonstrate IMA's core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates
You Should Have
Bachelor's Degree or equivalent experience
Proven experience as a Lead Consultant, Analyst, Account Manager, or similar role in the employee benefits brokerage industry for 7+ years required
Previous experience working with clients in the Union/Public Labor sector strongly desired
Attain and maintain applicable state Life and Health License in accordance with IMA standards
Willing and able to travel required (30-50%)
Proficient in using Microsoft Office suite required
Strong understanding of compliance and regulatory requirements, such as ERISA, ACA, HIPAA, etc. required
In-depth knowledge of employee benefits programs, insurance products, and industry trends
Exceptional client service orientation with a focus on building long-term relationships
Demonstrate a genuine passion for acquiring new knowledge and skills, staying abreast of industry advancements and best practices
Proven ability to set ambitious yet achievable goals, and consistently work towards their attainment
Capable of prioritizing tasks effectively and managing multiple client and responsibilities concurrently
Able to work collaboratively with colleagues, supervisors, and external partners to set goals, exchange ideas, and drive results
Willingness to embrace change, adjust goals as needed, and learn from setbacks to continually improve performance
Possess the drive to pursue personal development opportunities independently, while adhering to established timelines and objectives
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.
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 $120,000 - $160,000. 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. The anticipated posting timeline for this opportunity is 04/17/24 through 06/02/24.
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.
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places
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 Charlotte 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
Employment Type: Full Time
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Email Alert for Account Executive, Employee Benefits jobs in Dallas, TX, United States
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