Client Associate-1 (PNW)

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

Benefits offered by this job

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

Job summary

IMA Financial Group, Inc. is seeking a Client Associate-1 in Portland, Oregon to provide essential support to employee benefits clients. This role involves assisting with enrollments, billing, and documentation, while learning about the benefits and compliance processes.

The ideal candidate will have a readiness to learn, basic technical skills, and will need to obtain a Life & Health License within 60 days. The position requires close supervision and offers a structured training program.

Qualifications

• Basic technical application exposure is required.
• Candidates must be ready to learn and grow through structured training.
• Candidates must achieve Life & Health License within 60 days.

Responsibilities

• Provide operational and administrative support across the employee benefits lifecycle.
• Prepare and distribute client and employee materials.
• Support onboarding by coordinating data and materials.
• Respond to client and internal inquiries.

Skills

Basic technical application exposure

Readiness to learn and grow through structured training and mentorship

Education

Life & Health License

Job description

The Client Associate-1 Role 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

• 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

• Accountability
• Information Seeking

Qualifications

• 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

Salary Range

Salary Range: $53,000 USD - $56,000 USD

Benefits

• 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

Note: These benefits do not apply to internship roles.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.