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.

ESSENTIAL JOB DUTIES include but are not limited to:

• Manages a dedicated book of business comprising high-revenue, high-complexity, or strategically significant accounts, often including complex funding models 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 process improvement.
• Coaches and mentors Client Managers and support staff.

Key strengths and traits include but are not limited to:

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

Qualifications:

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

Compensation & Benefits:

Being part of IMA provides eligibility for a benefits and rewards package including an annual performance bonus, stock purchase, medical plans, prescription drugs, dental, vision, family assistance, FSA, HSA, pre-tax parking, 401(k), life and AD&D, accident, critical illness, hospital indemnity, long-term care, short-term and long-term disability, business travel accident, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, a well-being stipend, and personal and professional development. Final offer amounts depend on geographic location, prior relevant experience, and knowledge, skills, and abilities.

Why Join IMA?

IMA offers an entrepreneurial and expanding environment where associates can develop lasting relationships, earn competitive benefits, and participate in an ownership business model. The company works in teams and provides support systems and resources that enable associates to focus on their strengths. IMA is recognized nationally as a leader in its industry and has received workplace and community awards from organizations including Business Insurance Magazine, Inc. Magazine, Denver Business Journal, Connecticut Top Workplaces, and multiple regional business journals.

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 to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics, and complies with applicable federal, state, and local nondiscrimination laws.