Top 4 Senior client services associate Jobs in Connecticut

Senior Client Executive
IMA Financial Group —Wallingford, CT
- $161,000 - $215,000 a year
- 5 years
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
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Tax Experienced Senior, Private Client Services
BDO —Stamford, CT
- $80,000 - $125,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Life insurance
CPA Firm Sr. Tax Associate / Client Advisor
Goldblatt Bokoff LLC —Norwich, CT
- $80,000 - $130,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor of Science
- Health savings account
- Health insurance
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Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Hartford, CT
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
10d

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Senior Payroll Specialist
CFS —Westport, CT
Ensure all payroll transactions comply with internal policies, federal and state regulations, and tax requirements, including timely tax payments and filings.
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Tax Experienced Senior, Private Client Services
BDO —Stamford, CT
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical…
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Senior Client Executive

IMA Financial Group -
Wallingford, CT

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Job Details

$161,000 - $215,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Employee relationship building
Productivity software
Life & Health Insurance License
Health insurance management

Full Job Description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Client Management
- Leads both long- and short-term strategic consultation and planning efforts for client benefit program
- Ensures programs and plan design are in alignment with all applicable regulatory requirements
- Utilizes advanced knowledge of actuarial computations and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
- Directs the service teams' work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
Carrier and Vendor Relationships
- Develops strong carrier and vendor relationships and leads negotiation and advocacy efforts during client coverage placement and renewal process
- Demonstrates expert knowledge of current and emerging markets and brings solutions to the table aligned with clients' stated goals through a commitment to continuous learning
Production Partnership
- Co-facilitates or leads finalist and/or prospect meetings in partnership with production staff
- Develops and submits technical responses to prospect requests for proposals (RFPs).
- Ensures compensation received is accurate and properly executed
Internal Resource
- Subject matter expert in one or more benefits strategy concepts and demonstrates an active willingness to serve as a resource for other agency benefits staff throughout the entire benefits division
- Identifies and leads value-added special projects and participates/leads in department or agency-wide committees as requested
People Management
- Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
- Participates in the hiring process for direct reports as well as additional department hires as needed
- Serves as a mentor and coach for account executives as needed
- Provides feedback to service team members, and their direct supervisors as needed, in support of their on-going professional development goals, ensuring client expectations are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

5+ years of similar or related experience at another broker firm or medical benefits carrier required
Demonstrates expert business acumen related to strategy execution, interdependencies, and decision consequences
Demonstrates positive mindset and ability to optimize performance through collaboration
Demonstrates consistent ability to adapt in stressful situations and develops strategies for improvements in organizational effectiveness
Demonstrates advanced skills with MS Office Suite
Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions
Attains and maintains Life and Health licensure
4-year degree in business or related discipline preferred

COMPETENCIES & TRAITS:

Building relationships
Self-Direction
Manage Client Relationships
Interpersonal skills
Problem Solving

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.

#LI-AG1

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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the 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.

These benefits do not apply to internship roles.

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

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.

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senior client services associate jobs in connecticut

Senior Client Executive

Tax Experienced Senior, Private Client Services

CPA Firm Sr. Tax Associate / Client Advisor

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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