Client Associate

🔥 0 minutes ago

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – Remote

💵 $50k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

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

• 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 relevant experience • Technical application skills: OE guide applications • General understanding of the client lifecycle • Must take and pass the Life & Health License within the 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 insurance • Critical Illness insurance • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident insurance • Identity Theft protection • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development