Client Lifecycle Specialist

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Life/AD&D

Job summary

IMA Financial Group, Inc. is seeking an experienced client service professional to deliver independent support across onboarding, renewals, and ongoing client questions with limited oversight.

The role leverages growing technical knowledge within defined parameters to support the client lifecycle. The position entails serving as a technical resource for HRIS and enrollment platforms, reviewing benefit contracts for accuracy, and assisting with renewal preparation and reporting.

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.

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 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.

Skills

Client service

Lifecycle understanding

Education

Life & Health License

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking an experienced client service professional to deliver independent support across onboarding, renewals, and ongoing client questions with limited oversight.

The role leverages growing technical knowledge within defined parameters to support the client lifecycle. The position entails serving as a technical resource for HRIS and enrollment platforms, reviewing benefit contracts for accuracy, and assisting with renewal preparation and reporting.