Client Manager (National Benefits)

IMA Financial Group; United States; Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group is seeking an experienced Employee Benefits Specialist to support client service across complex accounts. You will manage relationships, resolve benefit issues, and guide clients through compliance considerations.

The role requires a life and health license, a bachelor’s degree or equivalent, and 3+ years in employee benefits. Strong MS Office skills and client-facing presentation abilities are essential.

Qualifications

• State life and health license current per IMA standards.
• Bachelor’s degree or equivalent experience.
• 3+ years of Employee Benefits experience with large/complex accounts.
• Proficient in MS Office (PowerPoint, Outlook, Word, Excel) and InDesign, Box.
• Strong written and verbal communication; detail-oriented.
• Able to learn agency/client management systems.

Responsibilities

• Supports and demonstrates IMA’s core values and customer service ethos.
• Maintains regular professional contact to foster relationships with client representatives.
• Resolves benefits program issues and requests promptly, including direct interactions.
• Conducts reviews and provides guidance on compliance-related matters for clients.
• Leads client meetings and prepares materials for discussions.
• Oversees vendor/carrier implementations and reviews contracts and documents.
• Communicates updates and educates clients on carrier and partner services.
• Maintains task management and ensures timely issue resolution.

Skills

Life & Health License

Employee Benefits experience

MS Office

Tech aptitude

Attention to detail

Communication

Critical thinking

Presentation

Organization

Discretion

Education

Bachelor’s degree or equivalent

Tools

PowerPoint

Outlook

Word

Excel

InDesign

Box

Job description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client service
• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters
• Client meetings
• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Communication and education
• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services
• Internal partnerships
• Actively participates and contributes to client service team operations to meet deadlines
• Effectively communicates client updates to appropriate team members and maintain task management system
• Oversees job flow and outcome accuracy of assigned Account Coordinator
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 3+ years of Employee Benefits experience, preferably with large and complex accounts
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel, InDesign, Box)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently and accurately, strong attention to detail
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to prioritize and manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

COMPETENCIES & TRAITS:

• Interpersonal skills
• Agility/Flexibility
• Communicating
• Problem Solving
• Building relationships

#LI-JS1

If this role is hired in Los Angeles County, CA the following applies:

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

$100,000—$120,000 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

• 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 Places to Work

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.