Benefits Client Manager

IMA Financial Group•Springfield, OR

About The Position

The Benefits Client Manager manages a dedicated book of business consisting primarily of lower-complexity clients, delivering standardized service and lifecycle support. The role is a primary contact for assigned clients, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met. The manager supports clients throughout the client lifecycle, owns Salesforce workflows, tracking, and data quality for the assigned book of business, reviews work completed by Client Associates before client delivery, and coordinates with internal support teams to resolve claims, billing, and eligibility issues. The role may also coach peers or guide support staff and junior team members. It supports and demonstrates IMA’s core values, including the importance of diversity, equity, and inclusion among IMA associates. Other work-related duties may be assigned. The position requires an active Life & Health License, at least two years of relevant experience, technical application skills with OE guide applications and Salesforce, and basic-to-developing awareness of core market dynamics and client segments. Key strengths include oral and written communication, problem solving, emotional intelligence, operational excellence, and process ownership. The role is eligible for a broad benefits and rewards package. Final offer amounts depend on factors including geographic location, relevant experience, and knowledge, skills, and abilities. The description notes that it is not a complete statement of all duties and responsibilities.

Requirements

Active Life & Health License.
At least 2 years of relevant experience.
Technical application skills, including OE guide applications and Salesforce.
Basic and developing awareness of core market dynamics and client segments.
Effective oral and written communication skills.
Problem-solving ability.
Emotional intelligence.
Operational excellence and process ownership.

Responsibilities

Manage a dedicated book of small-to-medium-volume, primarily low-complexity clients using standardized service models.
Serve as the primary point of contact for assigned clients and support all phases of the client lifecycle.
Own Salesforce workflow, tracking, and data quality for the assigned book of business.
Provide support and develop capabilities across all areas of the client lifecycle.
Review work completed by Client Associates before it is delivered to clients.
Resolve claims, billing, and eligibility issues in coordination with internal support teams.
May coach peers or guide support staff and junior team members.
Support and demonstrate IMA’s core values.
Recognize and support the importance of diversity, equity, and inclusion among IMA associates.
Perform other work-related duties as assigned.