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Senior Client Manager

External
imafinancialgroup logoImafinancialgroup · St. Petersburg, FL
Full-timeOn-site2w ago
Process Improvement
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Requirements

  • 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
  • Compensation & Benefits
  • *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.

Benefits

Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonus

Additional Information

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 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. KEY STRENGTHS AND TRAITS include but are not limited to: - Exemplary oral & written communication skills - Analytical thinking - Conflict management - Systems thinking: ability to manage complexity and interdependencies.


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