Client Manager (Employee Benefits)

IMA Financial Group•Denver, CO

6d•Hybrid

About The Position

Manages a middle market book of business and provides consultative support throughout the client lifecycle. This role owns client relationships, leads renewals and implementations, and resolves complex service issues. ESSENTIAL JOB DUTIES include but are not limited to: Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models. May support light prospecting. Has ownership and accountability for client relationships, service plans, timelines, and execution quality. Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery. Primary point of contact for daily client service. May provide coaching or training for junior Client Managers.

Requirements

Active Life & Health License
3+ years relevant experience
Technical applications skills: OE guide application
Working knowledge of industry trends and funding models to client context (ability to apply)

Nice To Haves

Proficient oral & written communication skills
Independent Thinking
Accountability
Decisiveness
Initiating Action

Responsibilities

Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models.
May support light prospecting.
Has ownership and accountability for client relationships, service plans, timelines, and execution quality.
Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery.
Primary point of contact for daily client service.
May provide coaching or training for junior Client Managers.