Client Manager - Employee Benefits

The Client Manager manages a dedicated book of business consisting primarily of lower-complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

Essential Job Duties:

• Manages a dedicated book of business of primary low-complexity clients with moderate service intensity and standardized service models.
• Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
• Manages Salesforce, including workflow, tracking, and data quality for the assigned book of business.
• Provides support in all areas of the client life cycle.
• Reviews work completed by Client Associates before delivery to clients.
• Resolves claims, billing, and eligibility issues while coordinating with internal support teams.
• May coach peers or guide support staff or junior team members.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Performs other work-related duties as assigned.

Key Strengths and Traits:

• Effective oral and written communication skills
• Problem solving
• Emotional intelligence
• Operational excellence and process ownership

Qualifications:

• Active Life & Health License
• 2+ years relevant experience
• Technical application skills: OE Guide applications, Salesforce
• Basic and developing awareness of core market dynamics and client segments

Compensation & Benefits:

Being a part of IMA has its benefits. Eligible benefits and rewards include an annual performance bonus, stock purchase, medical plans, prescription drugs, dental, vision, family assistance program, FSA, HSA, pre-tax parking plan, 401(k), life and AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, long-term disability, business travel accident, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, well-being stipend, and personal and professional development. Final offer amounts depend on geographic location, prior relevant experience, and knowledge, skills, and abilities.

Why Join IMA?

IMA offers an entrepreneurial and expanding company environment, lasting relationships, competitive benefits, and part ownership. Associates work in teams with support systems and resources that enable them to focus on their strengths. IMA is recognized nationally as a leader in its industry.

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 to all employees and applicants for employment.