Client Associate-2

IMA Financial Group•Denver, CO

13d

About The Position

The Client Associate -2 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.

Requirements

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

Nice To Haves

Customer-focused
Planning & priority setting
Attention to detail
Data literacy

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.
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.