Benefits Client Onboarding Specialist

IMA Financial Group, Inc.; Bellevue (WA); On-site; USD 53,000 - 56,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Job summary

IMA Financial Group, Inc. in Bellevue, WA seeks an entry-level benefits support specialist to assist with enrollments, billing, documentation, and system updates. You will work under guidance while developing working knowledge of employee benefits and client lifecycle.

Responsibilities include day-to-day operations, onboarding support, and responding to inquiries as you progress through structured training and mentorship. A robust benefits package and career growth are offered.

Qualifications

• Less than 1 year of relevant experience.
• Basic technical application exposure.
• Readiness to learn and 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 and timeliness while adhering to compliance 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 building 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, Inc. in Bellevue, WA seeks an entry-level benefits support specialist to assist with enrollments, billing, documentation, and system updates. You will work under guidance while developing working knowledge of employee benefits and client lifecycle.

Responsibilities include day-to-day operations, onboarding support, and responding to inquiries as you progress through structured training and mentorship. A robust benefits package and career growth are offered.