Client Associate - 2

IMA Financial Group, Inc.; Portland (OR); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

Dental Coverage

Vision Coverage

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Well-Being Stipend

Job summary

IMA Financial Group, Inc. is seeking a client support specialist to handle onboarding, renewals, open enrollment, and ongoing client questions with limited oversight. You will apply growing technical knowledge to support the client lifecycle.

You will serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting, and review benefit contracts for accuracy before delivery to clients.

Qualifications

• 1+ years of relevant experience in client services or benefits support.
• Technical application skills include OE guide applications.
• General understanding of the client lifecycle.

Responsibilities

• Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
• Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
• Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
• Responds to more complex client questions and manages defined lifecycle tasks with limited oversight.
• Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
• Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.

Skills

1+ years experience

OE guide applications

client lifecycle

Tools

OE guide applications

Job description

Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.

ESSENTIAL JOB DUTIES include but are not limited to:

• Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
• Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
• Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
• Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
• Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
• Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.

Qualifications

• 1+ years relevant experience
• Technical application skills: OE guide applications
• General understanding of client lifecycle
• Life & Health License: Take and pass Life & Health License within timing necessary for state requirements

Salary Range

$50,000—$65,000 USD

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. 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

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*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

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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.

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.