Account Manager-3/Employee Benefits

Ima Financial Corporation • Dallas, TX

399d

About The Position

The Account Manager position at IMA Financial Group is a senior-level role within the Employee Benefits team, responsible for managing client relationships and providing support under the direction of the Account Executive. The role emphasizes professionalism, self-direction, and strong communication skills, with a focus on client service, compliance guidance, and vendor management. The Account Manager will also mentor other team members and participate in client meetings, ensuring effective communication and education regarding employee benefit programs.

Requirements

• Bachelor's degree in relevant field or equivalent job experience.
• 5 or more years of relevant experience.
• Attains and maintains state life and health license in accordance with IMA standards.
• Proficiency with MS Office (specifically PowerPoint, Outlook, Word, and Excel).
• Ability to work in agency/client management systems and other related software and technology platforms.
• Excellent interpersonal communication skills - written and oral.
• Demonstrates critical thinking and problem-solving abilities.
• Ability to present information in a group setting (in person and virtually).
• Excellent organizational skills including the ability to manage multiple projects with variable deadlines.
• Possesses a high degree of diplomacy and tact while maintaining confidentiality.

Nice To Haves

• Experience in employee benefits consulting or management.
• Familiarity with compliance regulations in employee benefits.

Responsibilities

• Supports and demonstrates IMA's core values.
• 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.
• Conducts reviews and provides guidance on compliance-related matters.
• Provides ongoing technical/consulting service regarding compliance and legislation to clients.
• Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs.
• Participates in client and prospect meetings, and may lead meetings with guidance.
• Assists in and prepares materials and collateral for meetings and discussions.
• Records and reports meeting discussions and action items.
• Oversees new vendor/carrier implementations and manages renewal processes.
• Facilitates enrollment meetings and reviews carrier, vendor, and plan documents and contracts.
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and timely issue resolution.
• Trains clients on technology and resources available.
• 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.
• Updates clients on carrier and vendor partner features and services through regular interactions.
• Mentors and trains other Account Managers.
• Actively participates and contributes to client service team operations.
• Effectively communicates client updates to appropriate team members.
• Assists with other team duties as needed.

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental Insurance
• Vision Insurance
• Family Assistance Program
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Long Term Care Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Health Club Reimbursement
• Personal and Professional Development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Real Estate
• Education Level: Bachelor's degree