Client Associate - 2

20 hours, 52 minutes ago
Full-time
Junior
Customer and Technical Support
IMA Financial Group

IMA Financial Group

IMA Financial Group is an integrated financial services provider that specializes in asset protection for a diverse client base, while also focusing on making a positive impact in the communities it serves.

Insurance
1K-5K
Founded 1974

Description

  • Independently perform core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
  • Serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
  • Review benefit contracts and materials for accuracy and completeness before client delivery.
  • Respond to complex client questions and manage defined lifecycle tasks with limited oversight.
  • Support entry-level financial analysis, claims and utilization reporting, and renewal preparation.
  • Informally guide peers and contribute to workflow execution through independent decision-making within established parameters.

Requirements

  • 1+ years of relevant experience.
  • Technical application skills with OE guide applications.
  • General understanding of the client lifecycle.
  • Ability to take and pass the Life & Health License within the timing required by state regulations.
  • Experience supporting benefits or enrollment-related client services (preferred).
  • Familiarity with HRIS and enrollment platforms (preferred).

Benefits

  • Salary range of $50,000 to $65,000 USD.
  • Annual performance bonus.
  • Stock purchase opportunity.
  • Medical, prescription, dental, and vision coverage.
  • 401(k) and multiple insurance/protection benefits including life, disability, accident, critical illness, and hospital indemnity.
  • Paid time off, paid holidays, and sabbatical.
  • Flexible work options.
  • Well-being stipend plus personal and professional development support.

Interested in this position?

Apply directly on the company website

Apply Now

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