Client Success Manager: Lifecycle & Service Excellence

IMA Financial Group, Inc.; Fresno (CA); On-site; USD 75,000 - 95,000; 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

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

Job summary

IMA Financial Group, Inc. is seeking a Client Manager to oversee a dedicated book of lower-complexity clients, delivering consistent service and lifecycle support.

You will be the primary point of contact for assigned clients, coordinate with internal teams, and ensure service expectations, compliance requirements, and documentation standards are met throughout the client relationship. The role requires 2+ years of relevant experience, Active Life & Health License, Salesforce proficiency, and

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.

Responsibilities

• Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients.
• Serves as a primary point of contact for assigned clients across lifecycle.
• Manages Salesforce – ownership of workflow, tracking, and data quality for assigned BOB.
• Reviews work completed by Client Associates before delivery to clients.
• Resolves claims, billing, and eligibility issues with internal support teams.
• May coach peers or guide support staff or junior team members.

Skills

Effective communication

Problem solving

Emotional intelligence

Operational excellence

Education

Active Life & Health License

Tools

Salesforce

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a Client Manager to oversee a dedicated book of lower-complexity clients, delivering consistent service and lifecycle support.

You will be the primary point of contact for assigned clients, coordinate with internal teams, and ensure service expectations, compliance requirements, and documentation standards are met throughout the client relationship. The role requires 2+ years of relevant experience, Active Life & Health License, Salesforce proficiency, and