Senior Client Manager

IMA Financial Group•Saint Petersburg, FL

18h•Hybrid

About The Position

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.

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

Responsibilities

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.