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 that compliance, documentation, and service expectations are met. The position supports clients throughout all phases of the client lifecycle and owns workflow, tracking, and data quality in Salesforce for its assigned book of business. It also reviews work completed by Client Associates before delivery to clients and may coach peers or guide support staff or junior team members. The role supports IMA’s core values, including the importance of diversity, equity, and inclusion among associates. Other work-related duties may be assigned. IMA describes its culture as team-oriented and associate-focused, with an ownership business model and support systems and resources for associates. The company provides equal employment opportunities and complies with applicable nondiscrimination laws.

Requirements

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

Responsibilities

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