Senior Client Manager (Employee Benefits)

IMA Financial Group•Tacoma, WA

3d•$90,000 - $110,000

About The Position

The Senior Client Manager (Employee Benefits) 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. The position manages a dedicated book of business consisting of high-revenue, high-complexity, or strategically significant accounts, often involving complex funding models such as self-funded or custom-designed plans. It provides expert client lifecycle management, including escalated issue resolution and strategic advisory support, and collaborates with Producers and internal partners on prospect support and service optimization. The role also leads complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts; contributes to workload evaluation and process improvement; and coaches and mentors Client Managers and support staff. The position requires an active Life & Health License, at least five years of relevant experience, self-funding experience, technical application skills with OE guide applications, and strong market insight that can be applied to client strategy and segment-specific needs. The listed salary range is $90,000–$110,000 USD. Eligible benefits include an annual performance bonus, stock purchase, medical and prescription drug plans, dental and vision coverage, family assistance, FSA and HSA, pre-tax parking, 401(k), insurance and disability coverage, paid time off and holidays, flexible work options, sabbatical, gift matching, a well-being stipend, and personal and professional development. Final offer amounts depend on factors including geographic location, relevant experience, knowledge, skills, and abilities.

Requirements

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

Responsibilities

Manage a dedicated book of high-revenue, high-complexity, or strategically significant accounts, including accounts with complex funding models and high-touch service needs.
Lead client lifecycle management, escalated issue resolution, and 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.