Client Manager

Socket.dev; Anaheim, Pasadena (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

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. This role serves as a primary point of contact for clients, coordinates with internal teams, and ensures service expectations, compliance requirements, and documentation standards are met throughout the client relationship.

Essential job duties include but are not limited to: Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models. Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle. Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB. Provides support on and develops in all areas of the client life cycle. Reviews work completed by Client Associates before delivery to clients. Resolves claims, billing, and eligibility issues while coordinating with internal support teams. May coach peers or guide support staff or junior team members. Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Perform other work-related duties as assigned.

Key strengths and traits include but are not limited to:

• Effective oral & written communication skills
• Problem solving
• Emotional intelligence
• Operational excellence + process ownership

Qualifications

• Active Life & Health License 2+ years relevant experience
• Technical application skills: OE guide applications, Salesforce Basic + developing awareness of core market dynamics and client segments

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range $75,000 — $80,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• 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
• 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

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.