Client Benefits Manager – Mid-Market & Renewals

IMA Financial Group, Inc.; Denver (CO); On-site; USD 75,000 - 90,000; 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

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 skilled Client Manager to own and manage a middle market book of business in a fast-paced environment. You will lead renewals, implementations, and strategic service delivery while serving as the primary daily contact for clients.

The role requires 3+ years of experience, an active Life & Health license, and strong communication skills to navigate complex client engagements and vendor relationships.

Qualifications

• Active Life & Health License.
• 3+ years relevant experience.
• Technical applications skills: OE guide application.
• Working knowledge of industry trends and funding models to client context (ability to apply).

Responsibilities

• Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models.
• Has ownership and accountability for client relationships, service plans, timelines, and execution quality.
• Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery.
• Primary point of contact for daily client service.
• May provide coaching or training for junior Client Managers.

Skills

Oral & written communication

Independent thinking

Accountability

Initiating action

Tools

OE guide application

Job description

IMA Financial Group, Inc. is seeking a skilled Client Manager to own and manage a middle market book of business in a fast-paced environment. You will lead renewals, implementations, and strategic service delivery while serving as the primary daily contact for clients.

The role requires 3+ years of experience, an active Life & Health license, and strong communication skills to navigate complex client engagements and vendor relationships.