Client Associate

4 hours, 46 minutes ago
Full-time
Entry Level
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

  • Provide day-to-day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
  • Prepare and distribute client and employee materials with accuracy, timeliness, and compliance with documentation standards.
  • Support onboarding of new clients by completing checklist tasks and coordinating data, materials, and internal workflows.
  • Respond to routine client and internal inquiries and escalate issues as appropriate.
  • Assist with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
  • Execute assigned tasks accurately and efficiently while progressing through structured training and guided learning.
  • Build working knowledge of employee benefits, compliance, and client processes over time.

Requirements

  • Less than 1 year of relevant experience.
  • Basic technical application exposure.
  • Readiness to learn and grow through structured training and mentorship.
  • Ability to take and pass the Life & Health License within the timing required by state and role requirements.
  • Accountability.
  • Collaboration and teamwork.
  • Learning agility.
  • Information seeking.

Benefits

  • Annual performance bonus.
  • Stock purchase option.
  • Medical, prescription drug, dental, and vision coverage.
  • 401(k) and FSA/HSA options.
  • Life/AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, and long-term disability coverage.
  • Paid time off, paid holidays, flexible work options, and sabbatical.
  • Family assistance program, pre-tax parking plan, identity theft protection, and business travel accident coverage.
  • Well-being stipend and personal/professional development support.

Interested in this position?

Apply directly on the company website

Apply Now

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