Client Manager (National Benefits)

IMA Financial Group

2d•$100,000 - $120,000

About The Position

The Client Manager (National Benefits) role involves supporting IMA’s core values, including diversity, equity, and inclusion. Key responsibilities include maintaining professional client relationships, researching and resolving client issues, answering benefits program questions, and providing guidance on compliance matters. The role also involves preparing for and actively participating in client meetings, recording action items, overseeing new vendor/carrier implementations, reviewing contracts, and ensuring client advocacy with carriers and vendors. Additionally, the Client Manager will work with clients to develop communication objectives, create member-facing collateral, lead information sessions, and update clients on partner features. Internally, the role requires active participation in client service team operations, effective communication of client updates, overseeing the work of an Account Coordinator, and assisting with other team duties as needed.

Requirements

Attains and maintains state life and health license in accordance with IMA standards
Bachelor’s degree in relevant field or equivalent job experience
3+ years of Employee Benefits experience, preferably with large and complex accounts
Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel, InDesign, Box)
Ability to learn and work in agency/client management systems and other related software and technology platforms
Ability to work independently and accurately, strong attention to detail
Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
Demonstrates critical thinking and problem solving
Ability to present information in a group setting (in person and virtually)
Intermediate organizational skills including the ability to prioritize and manage multiple projects with variable deadlines
Possesses high degree of diplomacy and tact while maintaining confidentially

Responsibilities

Maintains regular, professional contact to create and foster relationships with client representatives
Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
Answers questions related to benefits program
Conducts reviews and works to provide guidance on compliance related matters
Assists in and prepares materials and collateral for meetings and discussions
Actively participates in discussions
Records and reports meeting discussion and action items
Oversees new vendor/carrier implementations
Reviews carrier, vendor, and plan documents and contracts
Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Works with clients to develop short and long-term employee communication objectives
Creates member facing collateral pieces to promote and clarify benefit program features
Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
Uses regular interactions to update clients on carrier and vendor partner features and services
Actively participates and contributes to client service team operations to meet deadlines
Effectively communicates client updates to appropriate team members and maintain task management system
Oversees job flow and outcome accuracy of assigned Account Coordinator
Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.