Client Lifecycle & Success Manager

IMA Financial Group, Inc.; Salt Lake City (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. seeks a Client Services specialist to manage a dedicated book of business, acting as the primary client contact and coordinating with internal teams to ensure lifecycle support and compliance. The role focuses on lower‑complexity clients with standardized service models.

Responsibilities include reviewing client work, resolving claims and billing issues, and coaching peers as needed, while upholding IMA’s values and DEI emphasis.

Qualifications

• Active Life & Health License required in Utah.
• 2+ years of relevant client service experience.
• Experience with Salesforce and OE guide applications preferred.

Responsibilities

• Manage a dedicated book of business with low-to-mid complexity clients and standardized service models.
• Serve as primary point of contact for clients and coordinate with internal teams.
• Review work by Client Associates before delivering to clients.
• Resolve claims, billing, and eligibility issues with internal support teams.

Skills

Communication

Problem solving

Emotional intelligence

Operational excellence

Tools

Salesforce

OE guide applications

Job description

IMA Financial Group, Inc. seeks a Client Services specialist to manage a dedicated book of business, acting as the primary client contact and coordinating with internal teams to ensure lifecycle support and compliance. The role focuses on lower‑complexity clients with standardized service models.

Responsibilities include reviewing client work, resolving claims and billing issues, and coaching peers as needed, while upholding IMA’s values and DEI emphasis.