Client Success Manager — Small-Biz Book

IMA Financial Group; Salt Lake City (UT); On-site; USD 60,000 - 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 in Utah is seeking a client services professional to manage a dedicated book of business serving low-complexity clients. You will be the primary client contact, coordinating with internal teams to ensure compliance, documentation, and service expectations are met.

The role emphasizes problem solving, operational excellence, and teamwork within a supportive benefits-rich environment in Salt Lake City.

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 with moderate service intensity and standardized service models.
• Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
• Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
• Provides support on and develops in all areas of the client life cycle.
• Reviews work completed by Client Associates before delivery to clients.
• Resolves claims, billing, and eligibility issues while coordinating with internal support teams.
• May coach peers or guide support staff or junior team members.
• Supports and demonstrates IMA's core values

Skills

Problem solving

Operational excellence

Communication

Tools

Salesforce

OE guide applications

Job description

IMA Financial Group in Utah is seeking a client services professional to manage a dedicated book of business serving low-complexity clients. You will be the primary client contact, coordinating with internal teams to ensure compliance, documentation, and service expectations are met.

The role emphasizes problem solving, operational excellence, and teamwork within a supportive benefits-rich environment in Salt Lake City.