Client Manager
IMA Financial Group
| Company | IMA Financial Group |
| Category | Uncategorised |
| Location | Dallas |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Mid |
| Salary | Not stated by the employer |
| Posted | 23 Jul 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
Support and demonstrate IMA’s core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Interacts professionally and timely with clients and associates at all levels via email, phone, and in-person
Performs functions of the role within an IMA office 0-50% of the time
Collaborates effectively with Market and Regional Presidents to develop and maintain Claim service standards for clients within the region
Works in partnership with National Practice Group Leaders within designated Specialties to develop and maintain Claim service standards for clients within the Specialty
Directs the activities of your Claim team members in the management and advocacy of claims on behalf of clients
Acts as a thought-leader and collaborates with Claim Managing Director and other Claim Managers on department-wide initiatives
Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
Contributes to hiring and development of Claim staff members, and identifies areas for improvement or growth
Communicates effectively with other departments to lead change and support initiatives across the enterprise
Demonstrates superior technical insurance and business acumen
Demonstrates exceptional leadership characteristics
Develops and maintains excellent problem-solving skills
Develops and expands relationships at regional level with carriers, TPAs, Legal Resources, etc.
Maintains a proactive approach focusing on claim resolutions and strategies for assigned accounts and matters
Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc.
Attends insurance related seminars including but not limited to continuing education classes
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
At least 10 years of prior Claim experience
5+ years of prior supervisory or leadership experience
Bachelor’s degree or work experience equivalent to a college degree
Systems skills – Applied Epic, Carrier websites
Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
Exceptional technical skill and knowledge of coverage and claims handling
Excellent communication and negotiation skills
Required: strong mathematical and reasoning skills
Ability to discuss and solve claim problems with clients and insurance carriers
COMPETENCIES & TRAITS:
Business Acumen
Professionalism
Building Relationships
Problem Solving
Communicating
#LI-JS1 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 a
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