Client Success Manager: Low-Complexity Accounts

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Job summary

IMA Financial Group, Inc. is seeking a Client Manager to handle a dedicated, low-to-medium complexity client book with standardized service models. You will act as the primary client contact, coordinate across internal teams, ensure compliance and deliver lifecycle support.

You will manage Salesforce workflows, review associates’ work, and resolve claims, billing, and eligibility issues while upholding IMA’s values and client service standards. A robust benefits package accompanies this role.

Qualifications

• Active Life & Health License
• 2+ years relevant experience
• Technical applications: OE guide, Salesforce
• Developing awareness of core market dynamics and client segments

Responsibilities

• Manage a dedicated book of business (low to moderate complexity) with standardized service models
• Serve as primary point of contact for assigned clients and support lifecycle stages
• Own Salesforce workflow, tracking and data quality for assigned book
• Support and develop all areas of the client life cycle; review work before delivery
• Resolve claims, billing and eligibility issues with internal teams

Skills

Problem solving

Operational excellence

Salesforce

OE guide applications

Education

Active Life & Health License

Tools

Salesforce

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a Client Manager to handle a dedicated, low-to-medium complexity client book with standardized service models. You will act as the primary client contact, coordinate across internal teams, ensure compliance and deliver lifecycle support.

You will manage Salesforce workflows, review associates’ work, and resolve claims, billing, and eligibility issues while upholding IMA’s values and client service standards. A robust benefits package accompanies this role.