Jobs · Business Development · Florida

Senior Client Manager

IMA Financial Group, Inc. · St. Petersburg, FL · 1 wk ago
HybridBusiness DevelopmentFull-time

Essential Job Duties

  • 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.
  • Led 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.

Qualifications

  • Active Life & Health License
  • 5+ years relevant experience
  • Self-funding experience
  • Techical application skills: OE guide applications
  • Strong market insight – with ability to leverage to support client strategy and segment-specific needs

Pay & Benefits

Compensation & Benefits: Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

  • Annual Performance Bonus
  • Stock Purchase
  • MEDICAL PLANS
  • PRESCRIPTION DRUGS
  • DENTAL
  • VISION
  • FAMILY ASSISTANCE PROGRAM
  • FSA
  • HSA
  • PRE-TAX PARKING PLAN
  • 401(k)
  • LIFE/AD&D
  • ACCIDENT
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development

*These benefits do not apply to internship roles.

About the Role

This role 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.

Key Strengths and Traits

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

Benefits

Joining IMA means being part of an entrepreneurial, expanding company, developing lasting relationships, earning competitive benefits, and claiming part ownership. We are recognized nationally as a leader in our industry.

Why Join IMA?

  • We’ve built a reputation for putting our associates first
  • 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
  • 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
  • We are committed to creating a diverse and inclusive workplace where everyone can thrive

Application

To apply, please click the Apply Now button below.

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