Client Associate (Employee Benefits)
About The Position
The Client Associate provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. The role carries out routine tasks with guidance while developing working knowledge of benefits, processes, and the client lifecycle. The position supports day-to-day employee benefits operations and administration, prepares client and employee materials, and helps onboard new clients. It also responds to routine inquiries and assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision. The associate progresses through structured training and guided learning. The role is eligible for an annual performance bonus and a range of benefits and rewards. Final offer amounts depend on factors including geographic location, relevant experience, and knowledge, skills, and abilities. IMA describes its culture as team-oriented and associate-focused, with an ownership business model and resources intended to support associates’ work and development.
Requirements
- Less than one year of relevant experience.
- Basic technical application or exposure.
- Readiness to learn and grow through structured training and mentorship.
- Take and pass the Life & Health License within the timing necessary for state and role requirements.
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.
Benefits
- Annual performance bonus
- Stock purchase
- Medical plans
- Prescription drugs
- Dental
- Vision
- Family Assistance Program
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Pre-tax parking plan
- 401(k)
- Life and AD&D insurance
- Accident insurance
- Critical illness insurance
- Hospital indemnity
- Long-term care
- Short-term disability
- Long-term disability
- Business travel accident insurance
- Identity theft protection
- Paid time off
- Flexible work options
- Paid holidays
- Sabbatical
- Gift matching
- Well-being stipend
- Personal and professional development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
