Client Manager (Employee Benefits)

IMA Financial Group, Inc.; Denver (CO); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

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

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 skilled Client Manager to own and manage a middle market book of business in a fast-paced environment. You will lead renewals, implementations, and strategic service delivery while serving as the primary daily contact for clients.

The role requires 3+ years of experience, an active Life & Health license, and strong communication skills to navigate complex client engagements and vendor relationships.

Qualifications

• Active Life & Health License.
• 3+ years relevant experience.
• Technical applications skills: OE guide application.
• Working knowledge of industry trends and funding models to client context (ability to apply).

Responsibilities

• Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models.
• Has ownership and accountability for client relationships, service plans, timelines, and execution quality.
• Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery.
• Primary point of contact for daily client service.
• May provide coaching or training for junior Client Managers.

Skills

Oral & written communication

Independent thinking

Accountability

Initiating action

Tools

OE guide application

Job description

Manages a middle market book of business and provides consultative support throughout the client lifecycle. This role owns client relationships, leads renewals and implementations, and resolves complex service issues.

ESSENTIAL JOB DUTIES include but are not limited to:

• Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models. May support light prospecting.
• Has ownership and accountability for client relationships, service plans, timelines, and execution quality.
• Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery.
• Primary point of contact for daily client service.
• May provide coaching or training for junior Client Managers.

Key strengths and traits include but are not limited to:

• Proficient oral & written communication skills
• Independent Thinking
• Accountability
• Initiating Action

Qualifications:

• Active Life & Health License
• 3+ years relevant experience
• Technical applications skills: OE guide application
• Working knowledge of industry trends and funding models to client context (ability to apply)

The anticipated posting timeline for this opportunity is 09/16/2026-10/16/2026

Salary Range

$75,000—$90,000 USD

Benefits:

• 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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.