Client Manager - Employee Benefits

IMA Financial Group; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Flexible Work Options

Job summary

The IMA Financial Group in Chicago seeks a Client Manager to oversee a dedicated book of business with lower-complexity clients. You will act as the primary client contact, coordinate with internal teams, and ensure compliance, documentation, and service expectations are met.

Responsibilities include reviewing client work, resolving claims and billing issues, and guiding peers as needed. A Life & Health license and Salesforce experience are required or highly preferred.

Qualifications

• Active Life & Health license is required.
• Minimum 2+ years in client management or related roles.
• Experience with Salesforce and OE guide applications preferred.
• Understanding of client lifecycle and insurance basics.

Responsibilities

• Manage a dedicated book of business of low-to-mid complexity clients.
• Serve as the primary contact for assigned clients across the lifecycle.
• Coordinate with internal teams and ensure documentation and service levels.
• Review work by Client Associates before delivery to clients.
• Resolve claims, billing, and eligibility issues with internal teams.
• Potentially coach peers and support staff.
• Uphold IMA's core values and commitment to diversity and inclusion.

Skills

Active Life & Health License

2+ years relevant experience

Salesforce

OE guide applications

Client lifecycle knowledge

Tools

OE guide applications

Salesforce

Job description

The Client Manager manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primaryclientcontact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

ESSENTIAL JOB DUTIESinclude 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.

• Servesas 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 orguide supportstaff 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 traitsinclude 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

Salary Range

$100,000—$200,000 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*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

• 2020-2023Business 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

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.