Lead Client Executive (Employee Benefits) en IMA Financial Group

Summary

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

Essential Duties and Responsibilities

Other duties may be assigned.

• 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

This job has supervisory responsibilities, including 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

• College degree preferred. 7-10 years related experience and/or training; or equivalent combination of education and experience.
• Active Life/Health License
• Hold and maintain high level designation appropriate for this position.
• Demonstrated ability to effectively manage a team and develop others to perform and contribute to the organization.
• Influential and trustworthy
• Willingness to continue a program for professional development
• Ability to be flexible

Physical Demands & Work Environment

• This job operates in a fast paced, multi-tasking, professional environment, requiring ongoing learning and complex problem solving.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as copy machine, printer, filing cabinets, and telephones.
• Occasionally must be able to move and lift office equipment and materials up to 10 pounds.
• Close vision requirements due to frequent computer use.
• The noise level in the work environment is usually moderate (i.e. telephones, computers, printers, etc.).
• This position may require local travel primarily during the business day, although, some out-of-the area and overnight travel may be expected.

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