Client Associate

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

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Well-Being Stipend

Personal Development

Job summary

IMA Financial Group in Bellevue, WA seeks an entry to junior level professional to provide day-to-day operational support across the employee benefits client lifecycle. You will assist with enrollments, billing, documentation, and system updates, while developing knowledge of benefits and compliance.

Under guided training, you’ll handle routine inquiries, support renewals and RFPs, and contribute to team success in a collaborative environment.

Qualifications

• Basic technical exposure to benefits systems and processes.
• Willingness to learn and grow through structured training and mentorship.
• Life & Health License: take and pass within 60 days as required by state and role

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.
• Supports onboarding of new clients by coordinating data, materials, and internal workflows.

Skills

Basic tech exposure

Willingness to learn

Life & Health License

Job description

Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle.

ESSENTIAL JOB DUTIES include but are not limited to:

• 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.

Key strengths and traits include but are not limited to:

• Accountability
• Informationseeking

Qualifications

• Basictechnicalapplication/exposure
• Readinesstolearn+growthroughstructured training and mentorship
• Life & Health License: Take and pass Life & Health License within 60 days for state and role requirements

Salary Range

$53,000—$56,000 USD

This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.