Jobs · Finance · Oregon

Client Associate-1 (PNW)

IMA Financial Group, Inc. · Portland, OR · 1 wk ago
On-siteFinanceFull-time

ESSENTIAL JOB DUTIES

  • Provides day-to-day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
  • Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.
  • Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.
  • Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge.
  • Affixes with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
  • Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning.

Qualifications

  • Basic technical application/exposure
  • Readiness to learn + grow through structured training and mentorship
  • Life & Health License: Take and pass Life & Health License within 60 days for state and role requirements

Compensation & Benefits

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

*These benefits do not apply to internship roles.

Why Join IMA?

  • We’ve built a reputation for putting our associates first
  • 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
  • We are recognized nationally as a leader in our industry

Application

Apply Now

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

Similar jobs