Strategic Client Partner for High-Value Accounts

IMA Financial Group, Inc.; Tacoma (WA); 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

401(k)

Job summary

IMA Financial Group, Inc. seeks an experienced Client Manager to oversee highly complex client relationships and deliver high-touch advisory services. You will lead engagements, mentor staff, and manage renewals, funding strategies, and vendor negotiations for key accounts.

You will collaborate with producers and internal partners to support prospects and optimize service, while coaching team members to enhance performance and client satisfaction.

Qualifications

• 5+ years relevant experience is required.
• Active Life & Health License is required.
• Self-funding experience is preferred.
• Strong market insight to support client strategy and segment-specific needs.
• Ability to leverage market insights for client advisory.

Responsibilities

• Oversees highly complex or strategically significant client relationships and delivers high-touch advisory service.
• Leads complex engagements and mentors staff.
• Drives expert client lifecycle management and issue resolution.
• Collaborates with Producers on prospect support and service optimization.
• Manages renewals, funding strategies, vendor negotiations, and lifecycle planning for key accounts.

Skills

5+ years relevant experience

Self-funding experience

Active Life & Health License

OE guide applications

Strong market insight

Tools

OE guide applications

Job description

IMA Financial Group, Inc. seeks an experienced Client Manager to oversee highly complex client relationships and deliver high-touch advisory services. You will lead engagements, mentor staff, and manage renewals, funding strategies, and vendor negotiations for key accounts.

You will collaborate with producers and internal partners to support prospects and optimize service, while coaching team members to enhance performance and client satisfaction.