Client Manager - Employee Benefits

IMA Financial Group, Inc. · Chicago, IL · 3 wk ago

On-siteBusiness Development$100k/yrFull-time

About the role

The Client Manager 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 and understands the importance of diversity, equity, and inclusion among all IMA associates.
Performs other work-related duties as assigned.

Skills

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

Requirements

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

Pay

Salary Range: $100,000 USD - $200,000 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

Why Join IMA?

We’ve built a reputation for putting our associates first. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

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. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry:

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska