Benefits Client Associate: Enrollments, Onboarding & Support

IMA Financial Group; Bellevue (WA); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Job summary

IMA Financial Group in Bellevue, WA is seeking a Client Associate-1 to provide foundational support to employee benefits clients by assisting enrollments, billing, documentation, and system updates.

Under close supervision you will progress through structured training, gain benefits knowledge, and support renewals, onboarding, and client inquiries while developing your professional skills in a collaborative team environment.

Qualifications

• < 1 year relevant experience
• Basic technical application/exposure
• Readiness to learn + grow through structured training and mentorship
• Life & Health License: Take and pass Life & Health License within 60 days for state and role requirements

Responsibilities

• Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
• Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.
• Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.
• Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge.
• Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
• Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning.

Skills

Accountability

Collaboration

Learning agility

Information seeking

Job description

IMA Financial Group in Bellevue, WA is seeking a Client Associate-1 to provide foundational support to employee benefits clients by assisting enrollments, billing, documentation, and system updates.

Under close supervision you will progress through structured training, gain benefits knowledge, and support renewals, onboarding, and client inquiries while developing your professional skills in a collaborative team environment.