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Client Manager (National Benefits)

1 week, 5 days ago
United States
Full-time
Mid Level
Account Manager
Customer and Technical Support
Apply Now
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
View All Jobs 4

Description

  • Maintain regular professional contact with client representatives and resolve benefit-related issues and requests.
  • Answer client questions and provide guidance on employee benefits and compliance matters.
  • Prepare materials, participate in client meetings, and document discussions and action items.
  • Oversee new carrier and vendor implementations and review related contracts, plan documents, and communications.
  • Coordinate with carrier and vendor representatives to advocate for clients and resolve issues promptly.
  • Develop employee communication objectives and create participant-facing benefits materials.
  • Lead in-person, virtual, and telephone sessions explaining benefit plans and program features.
  • Communicate client updates internally, maintain task management systems, and meet team deadlines.
  • Oversee the workflow and accuracy of assigned Account Coordinators.
  • Support team operations and provide coverage for staffing needs and time off.

Requirements

  • Bachelor’s degree in a relevant field or equivalent professional experience.
  • 3+ years of employee benefits experience, preferably supporting large and complex accounts.
  • Obtain and maintain a state life and health insurance license according to IMA standards.
  • Intermediate proficiency with Microsoft PowerPoint, Outlook, Word, Excel, InDesign, and Box.
  • Ability to learn and use agency, client management, and related technology platforms.
  • Strong attention to detail and ability to work independently and accurately.
  • Clear and concise written and verbal communication skills.
  • Critical-thinking, problem-solving, diplomacy, and confidentiality skills.
  • Ability to present information effectively in in-person and virtual group settings.
  • Strong organizational skills with the ability to prioritize multiple projects and variable deadlines.

Benefits

  • $100,000–$120,000 annual salary range for applicable positions.
  • Annual performance bonus and stock purchase opportunity.
  • Medical, prescription, dental, and vision coverage.
  • 401(k), FSA, HSA, life insurance, disability, and supplemental insurance programs.
  • Paid time off, paid holidays, sabbatical, and flexible work options.
  • Family assistance, identity theft protection, and well-being stipend.
  • Gift matching and personal and professional development opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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