Client Success Manager – Life & Health Insurance

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 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.