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Client Manager - Benefits Division

IMA Financial Group, Inc. · Rutland, VT · 3 wk ago
RemoteRemoteBusiness DevelopmentFull-time

About the role

Join our dynamic Total Rewards team in the vibrant Central/Northern Vermont market as a Client Manager! Here, you'll have the exciting opportunity to build strong client relationships while delivering exceptional service and support. In this client-facing role, you’ll lead benefit platform initiatives, support open enrollment, manage reporting and compliance tasks, and coordinate employee communications. You’ll also assist with RFPs, renewal tracking, and ongoing client meetings.

Responsibilities

  • Build and maintain strong client relationships
  • Deliver exceptional service and support
  • Lead benefit platform initiatives
  • Support open enrollment
  • Manage reporting and compliance tasks
  • Cook up employee communications
  • Assist with RFPs, renewal tracking, and ongoing client meetings

Requirements

  • Bachelor’s degree with 3–5 years of experience in account management or HR (employee benefits preferred)
  • Active health, life, and disability license in applicable state(s)
  • Proficiency with Microsoft Office and virtual meeting platforms
  • Strong communication, organization, and analytical skills
  • Ability to make sound independent decisions and manage priorities effectively
  • Customer-focused and empathetic, with the ability to stay composed under pressure
  • Self-directed and collaborative team player
  • Willingness to be occasionally available after hours (monthly cell phone stipend provided)

Qualifications

  • Organized
  • Proactive
  • Passionate about client success

Skills

  • Excellent communication skills
  • Strong organizational skills
  • Ability to make sound independent decisions
  • Customer-focused and empathetic
  • Self-directed and collaborative
  • Willingness to be occasionally available after hours

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

Pay

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.

Schedule

This position offers flexibility, including the option to work remotely. Because we value in-person collaboration for training, client support, and strategic meetings, qualified candidates must live within reasonable travel distance to one of our VT or NH locations.

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

To apply, please visit our careers page.

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