Senior Client Advisor, Strategic Accounts

imafinancialgroup; Bellevue (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking an experienced Client Manager to oversee a high-revenue, high-complexity book of business and deliver advisory services to strategic clients. The role includes mentoring staff and supporting market-level initiatives.

The position emphasizes exemplary communication, analytical thinking, conflict resolution, and systems thinking to navigate interdependencies across accounts and teams.

Qualifications

• Active Life & Health License required.
• 5+ years relevant experience.
• Self-funding experience.
• Technical application skills: OE guide applications.
• Strong market insight to support client strategy and segment-specific needs.

Responsibilities

• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models 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.

Skills

Exemplary oral & written communication

Analytical thinking

Conflict management

Systems thinking

Client relationship management

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking an experienced Client Manager to oversee a high-revenue, high-complexity book of business and deliver advisory services to strategic clients. The role includes mentoring staff and supporting market-level initiatives.

The position emphasizes exemplary communication, analytical thinking, conflict resolution, and systems thinking to navigate interdependencies across accounts and teams.