Account Manager/Employee Benefits

IMA Financial Group; Pittsburgh (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic Employee Benefits team as an Account Manager, where you will play a key role in fostering client relationships and ensuring effective communication. This position offers a unique opportunity to work in a collaborative environment that values diversity and inclusion. You will manage client interactions, oversee vendor implementations, and mentor fellow Account Managers. With a focus on professional development and flexible work options, this role is perfect for someone who thrives in a supportive team atmosphere and is eager to make a significant impact in the industry.

Benefits

Performance Bonuses

Stock Purchase Plans

Comprehensive Health Coverage

Retirement Plans

Paid Time Off

Flexible Work Options

Professional Development Opportunities

Qualifications

• 5+ years of relevant experience in client management.
• State life and health license required.

Responsibilities

• Support client relationships and resolve issues promptly.
• Participate in client meetings and prepare necessary materials.
• Train clients on technology and develop communication strategies.

Skills

Communication Skills

Problem-Solving Skills

Client Relationship Management

Critical Thinking

Data Analysis

Organizational Skills

Education

Bachelor's Degree

Tools

MS Office

Job description

We are seeking an Account Manager to join our growing Employee Benefits team. This position supports clients under the guidance of the Account Executive. A successful candidate must demonstrate professionalism, self-direction, strong communication, problem-solving skills, and the ability to manage client relationships effectively.

What You'll Do

• Support and embody IMA's core values
• Promote diversity, equity, and inclusion among all associates

Client Service

• Maintain professional contact to foster client relationships
• Research and resolve client issues promptly, including direct interactions
• Review and advise on compliance matters, providing ongoing technical support
• Interface independently with clients, vendors, and associates to resolve benefit program issues

Client Meetings

• Participate in and potentially lead client and prospect meetings
• Prepare meeting materials and document discussions and action items

Carrier and Vendor Management

• Oversee new vendor/carrier implementations and manage renewals and enrollments
• Review contractual documents and maintain contact with representatives to ensure issue resolution

Communication and Education

• Train clients on available technology and resources
• Develop employee communication strategies and create collateral to clarify benefit features
• Lead informational sessions for participants

Training and Mentoring

• Mentor and train fellow Account Managers
• Participate actively in team operations and communicate updates effectively

You Should Have

• Bachelor's degree or equivalent experience
• At least 5 years of relevant experience
• State life and health license
• Proficiency in MS Office and related software
• Ability to work independently and manage multiple projects
• Excellent interpersonal, organizational, and communication skills
• Critical thinking and data analysis skills
• Willingness to travel as needed

#LI-MA1

Compensation & Benefits

Our benefits include performance bonuses, stock purchase plans, comprehensive health coverage, retirement plans, paid time off, flexible work options, and professional development opportunities, among others. Final offers depend on location, experience, and skills.

Why Join IMA?

• Be part of a company that values its associates and offers part ownership opportunities
• Work in a collaborative team environment with national recognition and awards

This description is not exhaustive of all duties and responsibilities.

IMA Financial Group, Inc. is an equal opportunity employer, committed to diversity and inclusion in the workplace.