Member Advocate – Employee Benefits

🔥 15 hours ago

🏄 California, Colorado, +4 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🌪️ Kansas – Remote 🌲 Oregon – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $70k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Answer incoming calls and perform outreach to client representatives and individual members • Build rapport with client representatives and members to discuss questions and issues • Research issues and use problem-solving techniques to identify root causes and possible solutions • Communicate with providers, insurance carriers, and plan administrators • Set expectations for time-sensitive follow-ups, issue management, and possible outcomes • Log and document member conversations, follow-ups, and resolutions • Collaborate with IMA service team members to ensure strong outcomes and consistent communication • Escalate issues when appropriate to achieve resolution • Maintain client information and materials supporting member inquiries and issue resolution • Run reports and analyze data to track utilization, outstanding issues, and service-model improvement opportunities • Lead client onboarding calls to introduce member service capabilities and learn about existing coverage and carriers • Assist the manager with reviewing service standards, issue-tracking tools, and metrics

🎯 Requirements

• High school diploma or equivalent • 3 to 5 years of experience working in a service or call center capacity • Working knowledge of employee benefits and insurance industry • Ability to read, analyze, and interpret insurance contracts and plan documents • Consistent track record of delivering excellent customer service • Excellent organizational skills • Demonstrated ability to learn and efficiently utilize software systems • Possess high degree of tact and ability to manage difficult situations • Ability to communicate professionally and proficiently in both written and oral form • Current life and health license (preferred) • Customer service experience in an insurance setting (preferred) • Bachelor’s degree (preferred)

🏖️ 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 coverage • Critical Illness coverage • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident coverage • 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 • Team support systems and resources