Client Success & Renewals Specialist

IMA Financial Group, Inc.; Bellevue (WA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Job summary

IMA Financial Group, Inc. is seeking a client services professional to deliver independent client support across onboarding, renewals, and ongoing lifecycle tasks in a regulated benefits environment.

You will serve as a technical resource for HRIS and enrollment platforms, review contracts, and respond to complex client questions with limited oversight. The role offers a comprehensive benefits package, performance-based incentives, and opportunities for professional development, with location in

Qualifications

• 1+ years relevant experience.
• Technical application skills: OE guide applications.
• General understanding of client lifecycle.
• Life & Health License: Take and pass Life & Health License within timing necessary for state requirements.

Responsibilities

• Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
• Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
• Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
• Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
• Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation.
• Informally guides peers and contributes to workflow execution through independent decision-making within established parameters.

Skills

Client service

Technical applications

Lifecycle understanding

Life & Health license

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a client services professional to deliver independent client support across onboarding, renewals, and ongoing lifecycle tasks in a regulated benefits environment.

You will serve as a technical resource for HRIS and enrollment platforms, review contracts, and respond to complex client questions with limited oversight. The role offers a comprehensive benefits package, performance-based incentives, and opportunities for professional development, with location in