Client Manager

Client Manager (Employee Benefits)

Essential job responsibilities include but are not limited to:

Supports and demonstrates IMA's core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Client service

– Maintains regular, professional contact to create and foster relationships with client representatives

– Researches and resolves issues and requests in a timely manner – including issues that require direct interactions

– Answers questions related to benefits program

– Conducts reviews and works to provide guidance on compliance related matters

Client meetings

– Assists in and prepares materials and collateral for meetings and discussions

– Actively participates in discussions

– Records and reports meeting discussions and action items

Carrier and vendor management

– Assists new vendor/carrier implementations

– Reviews carrier, vendor, and plan documents and contracts

– Maintains regular contact with carrier and vendor representatives to ensure client advocacy and

that issues are being resolved in a timely manner

Communication and education

– Works with client to develop short and long-term employee communication objectives

– Creates member facing collateral pieces to promote and clarify benefit program features

– Assists with in person, virtual, and telephonic sessions to provide information and plan details to

participants

– Uses regular interactions to update clients on carrier and vendor partner features and services

Internal partnerships

– Actively participates and contributes to client service team operations

– Effectively communicates client updates to appropriate team members

– Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

Required experience and skills include but are not limited to:

Attains and maintains state life and health license in accordance with IMA standards

Bachelor's degree in relevant field or equivalent job experience

2 or more years of relevant experience

Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)

Ability to learn and work in agency/client management systems and other related software and technology platforms

Ability to work independently

Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner

Demonstrates critical thinking and problem solving

Ability to present information in a group setting (in person and virtually)

Intermediate organizational skills including the ability to manage multiple projects with variable deadlines

Possesses high degree of diplomacy and tact while maintaining confidentially

Compensation & benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:
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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

* 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…