Client Associate

🔥 0 minutes ago

🐊 Florida – Remote

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💵 $60k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of IMA Financial Group, Inc.

IMA Financial Group, Inc.

1001 - 5000 employees

Founded 1980

🏗️ Construction

🏥 Healthcare

🏨 Hospitality

💰 Private Equity Round on 2020-11

Construction • Healthcare • Hospitality

IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

📋 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 accurately and on time, following compliance and documentation standards • Support onboarding of new clients by completing checklist tasks and coordinating required 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

🎯 Requirements

• Less than 1 year of relevant experience • Basic technical application/exposure • Readiness to learn and grow through structured training and mentorship • Take and pass the Life & Health License within the timing necessary for state and role 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 • Ownership business model / part ownership

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