Client Manager

IMA Financial Group•Pasadena, CA

8h•$75,000 - $80,000

About The Position

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. This role serves as a primary point of contact for clients, coordinates with internal teams, and ensures service expectations, compliance requirements, and documentation standards are met throughout the client relationship.

Requirements

Active Life & Health License
2+ years relevant experience
Technical application skills: OE guide applications, Salesforce
Basic + developing awareness of core market dynamics and client segments

Nice To Haves

Effective oral & written communication skills
Problem solving
Emotional intelligence
Operational excellence + process ownership

Responsibilities

Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models.
Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
Provides support on and develops in all areas of the client life cycle.
Reviews work completed by Client Associates before delivery to clients.
Resolves claims, billing, and eligibility issues while coordinating with internal support teams.
May coach peers or guide support staff or junior team members.
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Perform other work-related duties as assigned.