Client Lifecycle Specialist — Renewal & Support

IMA Financial Group, Inc.; Denver (CO); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. is seeking a Client Associate -2 to deliver independent client support across onboarding, renewals, and ongoing client service.

This role expands technical knowledge in HRIS, enrollment platforms, and benefits communications to assist the client lifecycle. The position emphasizes accuracy in reviewing contracts, responding to complex inquiries, and supporting renewal activity with limited oversight.

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.

Skills

Client service

OE guide applications

HRIS systems

Data literacy

Education

Life & Health License

Job description

IMA Financial Group, Inc. is seeking a Client Associate -2 to deliver independent client support across onboarding, renewals, and ongoing client service.

This role expands technical knowledge in HRIS, enrollment platforms, and benefits communications to assist the client lifecycle. The position emphasizes accuracy in reviewing contracts, responding to complex inquiries, and supporting renewal activity with limited oversight.