Strategic Client Advisor & Renewal Lead

IMA Financial Group, Inc.; Birmingham (AL); On-site; USD 120,000 - 170,000; 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. is seeking a senior Client Relationship Manager to oversee a high-revenue, strategically significant book of business. You will lead complex engagements, provide advisory support, and mentor staff within a high-touch client service environment.

Responsibilities include lifecycle management, renewals, funding strategies, and collaboration with producers to optimize client service. Strong communication and systems thinking are essential.

Qualifications

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

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

Communication

Analytical thinking

Conflict management

Systems thinking

Job description

IMA Financial Group, Inc. is seeking a senior Client Relationship Manager to oversee a high-revenue, strategically significant book of business. You will lead complex engagements, provide advisory support, and mentor staff within a high-touch client service environment.

Responsibilities include lifecycle management, renewals, funding strategies, and collaboration with producers to optimize client service. Strong communication and systems thinking are essential.