Client Associate-2

ESSENTIAL JOB DUTIES

• Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
• Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
• Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
• Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
• Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation.
• Informally guides peers and contributes to workflow execution through independent decision-making within established parameters.

QUALIFICATIONS

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

Pay

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.

Schedule

The anticipated posting timeline for this opportunity is 7/7/2026 - 8/6/2026

Benefits

This role is eligible for the following 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.

About the Role

The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.

Skills

Not specified

Benefits

Not specified

Why Join IMA?

We’ve built a reputation for putting our associates first

Application Instructions

Apply Now

Company Culture

Change makers. Employee owners.