Client 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

Manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

ROLE DESCRIPTION

Manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, supporting all phases of the client lifecycle.

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

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 Top Work 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 Top Work 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-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.