Logo for IMA Financial Group, Inc.

Client Associate - 2

Role overview

Qualifications

  • 1+ years relevant experience
  • Technical application skills: OE guide applications
  • General understanding of client lifecycle
  • Life Health License: Take and pass Life Health License within timing necessary for state requirements

Responsibilities

  • Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
  • Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
  • Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
  • Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.

Key facts

Other skills

  • Complex Problem Solving
  • Decision Making
  • Teamwork
  • Communication

About the company

IMA Financial Group, Inc. logo

IMA Financial Group, Inc.

Insurance Brokerage & Agencies

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

Role Description

Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.

ESSENTIAL JOB DUTIES include but are not limited to:

  • Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
  • Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
  • Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
  • Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
  • Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
  • Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.

Qualifications

  • 1+ years relevant experience
  • Technical application skills: OE guide applications
  • General understanding of client lifecycle
  • Life & Health License: Take and pass Life & Health License within timing necessary for state requirements

 

Salary Range
$50,000$65,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
 
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.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. 

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 
  • 2023 Inc. Magazine’s Best Workplaces 
  • 2023 Denver Business Journal’s Best Places to Work 
  • 2022-2023 Connecticut Top Work Places  
  • 2021-2023 Inc. 5000’s List of Fastest Growing Companies  
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
  • 2022-2023 Kansas City Business Journal’s Best Places to Work 
  • 2021-2023 Charlotte Business Journal’s Best Places to Work  
  • 2021-2023 Los Angeles Business Journal’s Best Places to Work 
  • 2021-2023 The Salt Lake City Tribune Top Work Places 
  • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 
  • 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 
  • 2021 Dallas Business Journal’s Best Places to Work 
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.  

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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