At a Glance
- Tasks: Manage complex client relationships and deliver high-touch advisory services.
- Company: Join a leading, entrepreneurial company with a strong team culture.
- Benefits: Enjoy competitive pay, flexible work options, and a comprehensive benefits package.
- Other info: Recognised as one of the best places to work in insurance.
- Why this job: Be part of a dynamic team making a real impact in the industry.
- Qualifications: 5+ years experience in client management and active Life & Health License required.
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.
ESSENTIAL JOB DUTIES include but are not limited to:
- 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.
- 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.
Key strengths and traits include but are not limited to:
- Exemplary oral & written communication skills
- Analytical thinking
- Conflict management
- Systems thinking: ability to manage complexity and interdependencies.
Qualifications
- Active Life & Health License
- 5+ years relevant experience
- Self-funding experience
- Technical application skills: OE guide applications
- Strong market insight – with ability to leverage to support client strategy and segment-specific needs
Compensation & Benefits
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:
- 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
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Senior Client Manager in Birmingham employer: IMA Financial Group
The Richards Group, an IMA Company, is an exceptional employer that prioritises the well-being and growth of its employees. With a strong focus on team collaboration, flexible work options, and a comprehensive benefits package, including performance bonuses and ownership opportunities, we foster a supportive environment where associates can thrive both personally and professionally. Our commitment to community and recognition as a top workplace make us an attractive choice for those seeking meaningful and rewarding careers in Vermont or New Hampshire.
