Client Lifecycle Manager | Flexible Work Options

Doist; Pasadena, Anaheim (CA, CA); On-site; USD 75,000 - 80,000; 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)

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 Manager to oversee a small-to-medium book of low-complexity clients.

You will be the primary contact, coordinate with internal teams, and ensure service, compliance, and documentation standards are met throughout the client relationship. Responsibilities include managing Salesforce workflow and data quality, reviewing work by Client Associates, and resolving claims, billing, and eligibility issues while coaching peers as needed.

Qualifications

• Active Life & Health License required.
• 2+ years relevant experience in life/health insurance field.
• Experience with Salesforce workflow and data quality.

Responsibilities

• Manages a dedicated Book of Business (BOB) with low-to-mid complexity clients.
• Acts as primary contact for assigned clients and supports all phases of the client lifecycle.
• Manages Salesforce workflow, tracking, and data quality for the BOB.
• Reviews work by Client Associates before delivery to clients.
• Resolves claims, billing, and eligibility issues with internal teams.
• Coaches peers or junior staff as needed.
• Upholds IMA’s values and diversity, equity, and inclusion.

Skills

Effective oral & written communication

Problem solving

Emotional intelligence

Operational excellence

Education

Active Life & Health License

Tools

Salesforce Basic

Job description

IMA Financial Group, Inc. is seeking a Client Manager to oversee a small-to-medium book of low-complexity clients.

You will be the primary contact, coordinate with internal teams, and ensure service, compliance, and documentation standards are met throughout the client relationship. Responsibilities include managing Salesforce workflow and data quality, reviewing work by Client Associates, and resolving claims, billing, and eligibility issues while coaching peers as needed.