Client Manager (National Benefits)

Summary

IMA Financial Group, Inc. is seeking a Client Manager to support national employee benefits clients. The role focuses on client service, benefits program guidance, carrier and vendor management, communication and education, and coordination with internal teams.

Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client service
• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters
• Client meetings
• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Communication and education
• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services
• Internal partnerships
• Actively participates and contributes to client service team operations to meet deadlines
• Effectively communicates client updates to appropriate team members and maintain task management system
• Oversees job flow and outcome accuracy of assigned Account Coordinator
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc

Skills

• 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, and Excel, InDesign, Box)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently and accurately, strong attention to detail
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to prioritize and manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

Qualifications

Must Haves

• 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, and Excel, InDesign, Box)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently and accurately, strong attention to detail
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to prioritize and manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

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