Benefits Client Success Manager

IMA Financial Group; Springfield (OR); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Job summary

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

You will use Salesforce to track workflows, quality data, and client interactions while supporting all phases of the client lifecycle. The role includes reviewing team output and addressing claims or eligibility questions as needed.

Qualifications

• Experience in managing a light-to-mid volume book of business.
• Strong client service and lifecycle support capabilities.
• Familiarity with health and life insurance processes and compliance.

Responsibilities

• Act as primary contact for assigned clients across the lifecycle.
• Coordinate with internal teams to meet client expectations.
• Manage a dedicated book of business with standardized service models.
• Review work before delivery to clients and resolve issues with support teams.

Skills

2+ years relevant experience

Client service orientation

Relationship management

Education

Active Life & Health License

Tools

Salesforce

OE guide applications

Job description

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

You will use Salesforce to track workflows, quality data, and client interactions while supporting all phases of the client lifecycle. The role includes reviewing team output and addressing claims or eligibility questions as needed.