Client Manager

About the role

Manages a dedicated book of business consisting primarily of lower‑complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

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

Skills

• Effective oral &