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Senior Client Manager at IMA Financial Group

Department: Benefits

Location
Saint Petersburg, Florida
Level
senior
Posted

Description

The role manages a high-revenue, high-complexity book of business and delivers high-touch, advisory service for key accounts. Responsibilities include client lifecycle management, escalated issue resolution, renewals, funding strategies, vendor negotiations, long-term planning, process improvement, and coaching Client Managers and support staff. The position requires an active Life & Health license, at least five years of relevant experience, self-funding experience, OE guide application skills, and strong market insight. Benefits include medical, dental, vision, retirement, paid time off, and flexible work options.

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