Client Manager (Employee Benefits)
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 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 book of business.
- 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.
- Performs other work-related duties as assigned.
Key Strengths and Traits
- Effective oral & written communication skills
- Problem solving
- Emotional intelligence
- Operational excellence + process ownership
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
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.
- 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