Jobs and Careers
IM

Senior Client Manager

IMA Financial Group
St. Petersburg, USAfull_timePosted 12 Jun 2026

About the role

<p>ROLE DESCRIPTION:<br>Oversees highly complex or strategically significant client relationships and delivers high touch, advisory service. This role leads complex engagements and may mentor staff or support market level initiatives.</p> <p>ESSENTIAL JOB DUTIES include but are not limited to:<br>• &nbsp; &nbsp;Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.&nbsp;<br>• &nbsp; &nbsp;Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.<br>• &nbsp; &nbsp;Collaborates with Producers and internal partners on prospect support and service optimization.<br>• &nbsp; &nbsp;Leads complex renewals, funding strategies, vendor negotiations, and long‑term lifecycle planning for key accounts.<br>• &nbsp; &nbsp;Contributes to workload evaluation and engagement in process improvement.<br>• &nbsp; &nbsp;Coaches and mentors Client Managers and support staff.</p> <p>KEY STRENGTHS AND TRAITS include but are not limited to:<br>• &nbsp; &nbsp;Exemplary oral &amp; written communication skills<br>• &nbsp; &nbsp;Analytical thinking<br>• &nbsp; &nbsp;Conflict management<br>• &nbsp; &nbsp;Systems thinking: ability to manage complexity and interdependencies.</p> <p>QUALIFICATIONS<br>• &nbsp; &nbsp;Active Life &amp; Health License<br>• &nbsp; &nbsp;5+ years relevant experience<br>• &nbsp; &nbsp;Self-funding experience<br>• &nbsp; &nbsp;Technical application skills: OE guide applications<br>• &nbsp; &nbsp;Strong market insight – with ability to leverage to support client strategy and segment-specific needs</p><div class="content-conclusion"><p><strong>Compensation &amp; Benefits</strong></p> <p>Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:<br>&nbsp;<br>Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&amp;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 Opti

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

IMA Financial Group

View company profile →