National Benefits Client Advocate

IMA Financial Group, Inc.; United States; On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Job summary

IMA Financial Group, Inc. is seeking a client-focused benefits professional in the United States to support and manage employee benefit programs. You will engage with client representatives, provide timely guidance on compliance matters, and prepare materials for meetings and discussions.

The role emphasizes benefits education, carrier and vendor communication, and collaborative teamwork to ensure accurate service delivery and client advocacy.

Qualifications

• Bachelor’s degree or equivalent job experience.
• 3+ years of Employee Benefits experience, preferably with large and complex accounts.
• State life and health license in accordance with IMA standards.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Maintains regular, professional contact to foster client relationships.
• Researches and resolves issues and requests promptly.
• Answers questions related to benefits program.
• Oversees new vendor/carrier implementations and manages carrier/vendor relationships.
• Creates member facing collateral and leads information sessions for participants.

Skills

Interpersonal skills

Agility/Flexibility

Communicating

Problem Solving

Building relationships

Education

Bachelor’s degree or equivalent

Tools

PowerPoint

Outlook

Word

Excel

InDesign

Box

Job description

IMA Financial Group, Inc. is seeking a client-focused benefits professional in the United States to support and manage employee benefit programs. You will engage with client representatives, provide timely guidance on compliance matters, and prepare materials for meetings and discussions.

The role emphasizes benefits education, carrier and vendor communication, and collaborative teamwork to ensure accurate service delivery and client advocacy.