Senior Client Manager

Role Description

Oversees highly complex or strategically significant client relationships and delivers high touch, advisory service. This role leads complex engagements and may mentor staff or support market level initiatives.

• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.
• Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long‑term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.

• Exemplary oral & written communication skills
• Analytical thinking
• Conflict management
• Systems thinking: ability to manage complexity and interdependencies.

• Active Life & Health License
• 5+ years relevant experience
• Self-funding experience
• Technical application skills: OE guide applications
• Strong market insight – with ability to leverage to support client strategy and segment-specific needs

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.

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.