Client Manager (National Benefits)

ESSENTIAL JOB RESPONSIBILITIES

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client service
• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters
• Client meetings
• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Communication and education
• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services
• Internal partnerships
• Actively participates and contributes to client service team operations to meet deadlines
• Effectively communicates client updates to appropriate team members and maintain task management system
• Oversees job flow and outcome accuracy of assigned Account Coordinator
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 3+ years of Employee Benefits experience, preferably with large and complex accounts
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel, InDesign, Box)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently and accurately, strong attention to detail
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to prioritize and manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

COMPETENCIES & TRAITS

• Interpersonal skills
• Agility/Flexibility
• Communicating
• Problem Solving
• Building relationships

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.