Senior Client Manager (Employee Benefits)

IMA Financial Group•Tacoma, WA

2d•$90,000 - $110,000

About The Position

The Senior Client Manager (Employee Benefits) oversees highly complex or strategically significant client relationships and provides high-touch, advisory service. The role leads complex engagements, supports strategic client needs, and may mentor staff or contribute to market-level initiatives. It manages a high-revenue, high-complexity, or strategically significant book of business, including accounts with complex funding models and high-frequency service needs. The position works with Producers and internal partners to support prospects and optimize service, and contributes to workload evaluation and process improvement.

Requirements

Active Life & Health License.
5+ years of relevant experience.
Self-funding experience.
Technical application skills, including OE guide applications.
Strong market insight and the ability to apply it to client strategy and segment-specific needs.
Exemplary oral and written communication skills.
Analytical thinking.
Conflict management.
Systems thinking and the ability to manage complexity and interdependencies.

Responsibilities

Manage a dedicated book of high-revenue, high-complexity, or strategically significant business, including complex funding models and key accounts with high-touch service needs.
Manage the client lifecycle, resolve escalated issues, and provide strategic advisory support.
Collaborate with Producers and internal partners on prospect support and service optimization.
Lead complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts.
Contribute to workload evaluation and process improvement.
Coach and mentor Client Managers and support staff.