Senior Employee Benefits Client Partner | High-Touch Advisory

IMA Financial Group; Portland (OR); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Job summary

IMA Financial Group in Portland, Oregon seeks a Senior Client Manager (Employee Benefits) to oversee a high-value client book and deliver high-touch advisory service. You will mentor staff and lead complex engagements.

Responsibilities include renewals, funding strategies, vendor negotiations, lifecycle planning, and collaboration with Producers to optimize service. Strong communication, analytical, and systems thinking are essential.

Qualifications

• Active Life & Health license required.
• Minimum 5 years of relevant experience.
• Self-funding experience.
• Technical: OE guide applications and strong market insight.

Responsibilities

• Oversees high-revenue, high-complexity client book with advisory service.
• Drives client lifecycle management, including escalated issues and strategy advice.
• Collaborates with Producers on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning.
• Coaches and mentors Client Managers and staff.

Skills

Oral & written communication

Analytical thinking

Conflict management

Systems thinking

Job description

IMA Financial Group in Portland, Oregon seeks a Senior Client Manager (Employee Benefits) to oversee a high-value client book and deliver high-touch advisory service. You will mentor staff and lead complex engagements.

Responsibilities include renewals, funding strategies, vendor negotiations, lifecycle planning, and collaboration with Producers to optimize service. Strong communication, analytical, and systems thinking are essential.