Client Associate (Employee Benefits)

IMA Financial Group•Anchorage, AK

22h

About The Position

The Client Associate provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. The role handles routine tasks with guidance while developing working knowledge of benefits, processes, and the client lifecycle. The position provides day-to-day operational and administrative support throughout the employee benefits client lifecycle, prepares and distributes accurate and timely client and employee materials, and supports new-client onboarding by completing checklist tasks and coordinating data, materials, and internal workflows. It responds to routine client and internal inquiries, escalating issues as appropriate. Under close supervision, the associate also assists with renewals, benchmarking, RFP preparation, and marketing coordination while completing structured training and guided learning. The role requires less than one year of relevant experience, basic technical application exposure, and readiness to learn and grow through training and mentorship. The associate must take and pass a Life & Health License within the timing required for state and role requirements.

Requirements

Less than one year of relevant experience.
Basic technical application exposure.
Readiness to learn and grow through structured training and mentorship.
Take and pass a Life & Health License within the timing necessary for state and role requirements.
Key strengths include accountability, collaboration and teamwork, learning agility, and information seeking.

Responsibilities

Provide day-to-day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
Prepare and distribute client and employee materials, ensuring accuracy, timeliness, and compliance with documentation standards.
Support onboarding of new clients by completing checklist tasks and coordinating required data, materials, and internal workflows.
Respond to routine client and internal inquiries, escalating issues as appropriate.
Assist with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
Execute assigned tasks accurately and efficiently while progressing through structured training and guided learning.