Benefits Client Success Manager

IMA Financial Group; Springfield (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Job summary

IMA Financial Group is seeking a client services professional to manage a dedicated book of business with low-to-mid complexity clients. You will serve as the primary client contact, coordinate with internal teams, and ensure compliance, documentation, and service expectations are met.

You will work with Salesforce to own workflow, data quality, and lifecycle tasks, resolve claims and billing issues, and support the client journey.

Qualifications

• Active Life & Health License required.
• Minimum 2 years of relevant experience.
• Technical skills include OE guide applications and Salesforce.

Responsibilities

• Manages a dedicated book of business for low-to-mid complexity clients with standardized service models.
• Acts as primary contact for clients, coordinates with internal teams, and ensures compliance and documentation.
• Manages Salesforce workflow, data quality, and client lifecycle tasks.
• Resolves claims, billing, and eligibility issues with internal support teams.
• Reviews work and coaches peers or junior staff as needed.

Skills

Active Life & Health License

2+ years relevant experience

Salesforce

OE guide applications

Job description

IMA Financial Group is seeking a client services professional to manage a dedicated book of business with low-to-mid complexity clients. You will serve as the primary client contact, coordinate with internal teams, and ensure compliance, documentation, and service expectations are met.

You will work with Salesforce to own workflow, data quality, and lifecycle tasks, resolve claims and billing issues, and support the client journey.