Senior Strategic Client Partner

IMA Financial Group, Inc.; Denver (CO); 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

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

Job summary

IMA Financial Group, Inc. oversees highly complex client relationships, delivering high-touch advisory service and leading engagements across renewal, funding strategies and vendor negotiations. The role may mentor staff and support market-level initiatives.

Strong communication, analytical thinking, and systems thinking are required to deliver strategic guidance and cross-functional collaboration with producers and internal partners.

Qualifications

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

Responsibilities

• Manages dedicated Book of Business with high revenue and complex funding models.
• Drives expert client lifecycle management including escalated issue resolution.
• Collaborates with Producers on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations and lifecycle planning.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.

Skills

Oral & written communication

Analytical thinking

Conflict management

Systems thinking

Education

Active Life & Health License

Tools

OE guide applications

Job description

IMA Financial Group, Inc. oversees highly complex client relationships, delivering high-touch advisory service and leading engagements across renewal, funding strategies and vendor negotiations. The role may mentor staff and support market-level initiatives.

Strong communication, analytical thinking, and systems thinking are required to deliver strategic guidance and cross-functional collaboration with producers and internal partners.