Senior Client Associate

Socket.dev; Anaheim (CA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Life/AD&D

Short-term Disability

Long-term Disability

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking an experienced client services professional to provide advanced support across complex lifecycle needs, including renewals and client presentations.

The role may lead specialized tasks and mentor junior associates while upholding high service standards. Candidates should have at least 2+ years of relevant experience, OE guide application skills, and a Life & Health license; you will coordinate COBRA administration and contribute to process improvements within

Qualifications

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

Responsibilities

• Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts.
• Responds to escalated client questions and service issues with confidence, accuracy, and professionalism.
• Supports COBRA administration and specialized, needs-based client projects as assigned by market or team leadership.
• Coordinates and oversees work performed by junior associates, providing guidance, mentoring, and quality review.
• Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team.

Skills

2+ years exp

OE guide apps

Client lifecycle

Life & Health license

Job description

Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource.

ESSENTIAL JOB DUTIES include but are not limited to:

• Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts.
• Responds to escalated client questions and service issues with confidence, accuracy, and professionalism.
• Supports COBRA administration and specialized, needs‑based client projects as assigned by market or team leadership.
• Coordinates and oversees work performed by junior associates, providing guidance, mentoring, and quality review.
• Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team.

Key strengths and traits include but are not limited to:

• Adaptability
• Ability to provide feedback
• Initiating action

Qualifications:

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

#LI-JS1

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range: $65,000 — $75,000 USD

Compensation & Benefits

• 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

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.