Member Advocate (Employee Benefits) (Fully Remote)

IMA Financial Group; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Annual performance bonus

Stock purchase opportunities

Comprehensive benefits package

Job summary

IMA Financial Group is seeking a customer service-focused professional to be the first line of support for benefit plan members in the United States. You will answer questions, resolve issues with empathy, and collaborate with internal teams to improve the member experience.

In this role, you’ll handle calls, document conversations, run basic data reports, and assist with onboarding to support clients and the broader organization. A high school diploma and call-center experience are preferred.

Qualifications

• High school diploma or equivalent with 3–5 years of experience in a service or call center capacity.
• Working knowledge of employee benefits and insurance industry, plus ability to interpret insurance contracts.
• Excellent organizational and communication skills with a proven track record of delivering excellent customer service.

Responsibilities

• Answer incoming calls, perform outreach, and build rapport with client representatives and individual members to discuss their questions and issues.
• Research issues, communicate with providers, insurance carriers, and plan administrators, and set expectations for follow-ups and outcomes.
• Document conversations, run data reports, track utilization, and lead onboarding calls to support clients and internal teams.

Skills

Customer service

Call center

Communication

Empathy

Education

High school diploma or equivalent

Job description

• Be the first line of support for IMA's benefit plan members, answering questions and resolving issues with empathy and precision.
• Work in a collaborative, team-oriented environment where your insights help improve the member service model.

Responsibilities:

• Answer incoming calls, perform outreach, and build rapport with client representatives and individual members to discuss their questions and issues.
• Research issues, communicate with providers, insurance carriers, and plan administrators, and set expectations for follow‑ups and outcomes.
• Document conversations, run data reports, track utilization, and lead onboarding calls to support clients and internal teams.

Qualifications:

• High school diploma or equivalent with 3–5 years of experience in a service or call center capacity.
• Working knowledge of employee benefits and insurance industry, plus ability to interpret insurance contracts.
• Excellent organizational and communication skills with a proven track record of delivering excellent customer service.

Benefits & Culture:

• Competitive salary, annual performance bonus, and stock purchase opportunities.
• Robust benefits package including medical, dental, vision, 401(k), PTO, and flexible work options.
• Employee-owned company recognized nationally as a best place to work, with focus on diversity, equity, and inclusion.

IMA Financial Group is an independent insurance brokerage providing insurance solutions, employee benefits, retirement plans, and wealth management. It is a national, employee-owned company with a collaborative culture and recognition as a best place to work.