Strategic Client Partner – High-Impact Accounts

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Flexible Work Options

Paid Time Off

Paid Holidays

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. oversees highly complex or strategically significant client relationships, delivering high-touch advisory service and leading complex engagements. This role may mentor staff and contribute to market-level initiatives.

The position emphasizes exceptional communication, analytical thinking, and strong funding strategy skills. Being part of a team-focused, client-centric environment, you’ll support multi-account management and strategic growth.

Qualifications

• Active Life & Health License is required.
• Minimum 5 years of relevant experience in client management or risk/insurance.
• Experience with self-funding programs.
• Strong market insight to support client strategy.
• Proficiency with OE guide applications.

Responsibilities

• Manage a dedicated book of business including high-revenue accounts and complex funding models.
• Drive expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborate with Producers and internal partners on prospect support and service optimization.
• Lead complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts.
• Contribute to workload evaluation and engagement in process improvement.
• Coach and mentor Client Managers and support staff.

Skills

Active Life & Health License

5+ years relevant experience

Self-funding experience

Strong market insight

OE guide applications

Tools

OE guide applications

Job description

IMA Financial Group, Inc. oversees highly complex or strategically significant client relationships, delivering high-touch advisory service and leading complex engagements. This role may mentor staff and contribute to market-level initiatives.

The position emphasizes exceptional communication, analytical thinking, and strong funding strategy skills. Being part of a team-focused, client-centric environment, you’ll support multi-account management and strategic growth.