Senior Client Manager

IMA Financial Group, Inc.; Birmingham (AL); On-site; USD 95,000 - 140,000; Full time

Job summary

IMA Financial Group, Inc. is seeking a senior Client Manager to oversee complex client relationships and deliver high-touch advisory services. You will lead engagements, mentor staff, and support market initiatives while collaborating with Producers and internal teams on strategy and service optimization.

The role requires strong communication, analytical thinking, and deep market insight to guide renewal strategies and funding decisions for key accounts.

Qualifications

• Active Life & Health License required or must be obtainable.
• 5+ years of relevant experience in client management or related roles.
• Self-funding experience beneficial for client-advisory work.
• Technical application skills: OE guide applications.
• Strong market insight to support client strategy and segment-specific needs.

Responsibilities

• Oversees highly complex or strategically significant client relationships and delivers high-touch advisory service.
• Leads complex engagements and mentors staff or supports market-level initiatives.
• Drives 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.

Skills

Oral communication

Written communication

Analytical thinking

Conflict management

Systems thinking

Education

Active Life & Health License

Job description

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.

ESSENTIAL JOB DUTIES include but are not limited to:

Role Description

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.

ESSENTIAL JOB DUTIES include but are not limited to:

• 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.

key strengths and traits include but are not limited to:

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

qualifications

• 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

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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

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. And 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

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.