Client Manager

ROLE DESCRIPTION:

Manages a dedicated book of business consisting primarily of lower-complexity clients, delivering standardized service and lifecycle support. Serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

ESSENTIAL JOB DUTIES include but are not limited to:

• Manages a dedicated book of business of primary low-complexity clients.
• Serves as a primary point of contact for assigned clients and supports all phases of the client lifecycle.
• Manages Salesforce workflow, tracking, and data quality.
• 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 IMA’s core values and diversity, equity, and inclusion.
• Performs other work-related duties as assigned.

Key strengths and traits include but are not limited to:

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

QUALIFICATIONS:

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

Compensation & Benefits

Eligible benefits include 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, lasting relationships, competitive benefits, and part ownership. Associates work in teams with support systems and resources. IMA is nationally recognized 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 without regard to race, color, religion, sex, national origin, age, disability, or genetics, and complies with applicable federal, state, and local nondiscrimination laws.