Client Manager – National Benefits

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $100k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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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

• Maintain regular professional contact with client representatives to foster relationships • Research and resolve client issues and requests in a timely manner • Answer questions related to benefits programs • Conduct reviews and provide guidance on compliance matters • Assist in preparing materials and collateral for client meetings • Participate in client discussions and record meeting discussions and action items • Oversee new vendor and carrier implementations • Review carrier, vendor, and plan documents and contracts • Maintain contact with carrier and vendor representatives to advocate for clients and resolve issues • Develop short- and long-term employee communication objectives with clients • Create member-facing collateral explaining benefit program features • Lead in-person, virtual, and telephone sessions for plan participants • Update clients on carrier and vendor partner features and services • Contribute to client service team operations and meet deadlines • Communicate client updates to team members and maintain the task management system • Oversee job flow and outcome accuracy of the assigned Account Coordinator • Assist with other team duties as needed

🎯 Requirements

• Attains and maintains state life and health license in accordance with IMA standards • Bachelor’s degree in relevant field or equivalent job experience • 3+ years of Employee Benefits experience, preferably with large and complex accounts • Intermediate MS Office skills, specifically PowerPoint, Outlook, Word, Excel, InDesign, and Box • Ability to learn and work in agency/client management systems and related software and technology platforms • Ability to work independently and accurately, with strong attention to detail • Intermediate written and oral interpersonal communication skills • Critical thinking and problem-solving abilities • Ability to present information in person and virtually in a group setting • Intermediate organizational skills, including prioritizing and managing multiple projects with variable deadlines • High degree of diplomacy and tact while maintaining confidentiality

🏖️ 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 • Part ownership through stock purchase/ownership business model