Senior Client Associate
IMA Financial Group, Inc. · Anaheim, CA · 1 mo ago
HybridFinance$65k/yrFull-time
ESSENTIAL JOB DUTIES
- Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts.
- Responds to escalated client questions and service issues with confidence, accuracy, and professionalism.
- Serves as a resource for junior associates, supporting COBRA administration and specialized, needs-based client projects as assigned by market or team leadership.
- Collaborates with junior associates, providing guidance, mentoring, and quality review of their work.
- Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team.
Qualifications
- 2+ years relevant experience
- Technical application skills: OE guide applications
- Advanced understanding of client lifecycle
- Life & Health License: Take and pass Life & Health License within timing necessary for state requirements
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