Client Manager (Employee Benefits)

IMA Financial Group•Anchorage, AK

About The Position

The Client Manager (Employee Benefits) manages a dedicated book of business consisting primarily of lower-complexity clients, delivering standardized service and lifecycle support. The role is a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met. The position manages a small-to-medium-volume book of primarily low-complexity clients, such as fully insured and standard-plan clients, with moderate service intensity and standardized service models. It supports all phases of the client lifecycle, maintains workflow and data quality in Salesforce, and reviews Client Associate work before delivery. The role may coach peers or guide support staff or junior team members, supports IMA’s core values, and recognizes the importance of diversity, equity, and inclusion among IMA associates. Other work-related duties may be assigned. Key strengths and traits include effective oral and written communication, problem solving, emotional intelligence, operational excellence, and process ownership. The position requires an active Life & Health License, at least two years of relevant experience, technical application skills in OE guide applications and Salesforce, and basic-to-developing awareness of core market dynamics and client segments. The role is eligible for an annual performance bonus, stock purchase, medical and prescription drug plans, dental and vision coverage, a Family Assistance Program, FSA, HSA, pre-tax parking, 401(k), life and AD&D insurance, accident, critical illness, hospital indemnity and long-term care coverage, short- and long-term disability, business travel accident coverage, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, a well-being stipend, and personal and professional development. Final offer amounts depend on factors including geographic location, relevant experience, and knowledge, skills, and abilities. These benefits do not apply to internship roles.

Requirements

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

Responsibilities

Manage a dedicated book of business of small-to-medium volume, primarily low-complexity clients using standardized service models.
Serve as the 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.
Provide support and develop capabilities across all areas of the client lifecycle.
Review work completed by Client Associates before it is delivered to clients.
Resolve claims, billing, and eligibility issues in coordination with internal support teams.
Coach peers or guide support staff or junior team members as needed.
Support and demonstrate IMA’s core values.
Recognize and support the importance of diversity, equity, and inclusion among IMA associates.
Perform other work-related duties as assigned.