Client Manager

About the role

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. This role serves as a primary point of contact for clients, coordinates with internal teams, and ensures service expectations, compliance requirements, and documentation standards are met throughout the client relationship.

Responsibilities

• Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models.
• Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
• Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
• Provides support on and develops in all areas of the client life cycle.
• Reviews work completed by Client Associates before delivery to clients.
• Resolves claims, billing, and eligibility issues while coordinating with internal support teams.
• May coach peers or guide support staff or junior team members.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Perform other work-related duties as assigned.

Qualifications

• Active Life & Health License
• 2+ years relevant experience
• Technical application skills: OE guide applications, Salesforce
• Basic + developing awareness of core market dynamics and client segments

Key strengths and traits

• Effective oral & written communication skills
• Problem solving
• Emotional intelligence
• Operational excellence + process ownership

Pay

Salary Range: $75,000 USD - $95,000 USD

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

This response is AI-generated, for reference only.