Client Manager (Employee Benefits)
About The Position
The Client Manager manages a dedicated book of business consisting primarily of lower-complexity clients, providing standardized service and lifecycle support. The role serves as a primary contact for assigned clients, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met. The book typically includes small-to-medium volumes of primary low-complexity clients, such as fully insured clients with standard plans and moderate service needs. The Client Manager owns workflow, tracking, and data quality in Salesforce for the assigned book of business; supports and develops across all areas of the client lifecycle; reviews work completed by Client Associates before delivery; and resolves claims, billing, and eligibility issues in coordination with internal support teams. The role may also coach peers or guide support staff or junior team members. The position supports IMA’s core values and recognizes the importance of diversity, equity, and inclusion among associates. Other work-related duties may be assigned.
Requirements
- Active Life & Health License.
- At least 2 years of relevant experience.
- Technical application skills, including 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 primarily low-complexity clients.
- Serve as the primary point of contact for assigned clients throughout the client lifecycle.
- Manage Salesforce workflow, tracking, and data quality for the assigned book of business.
- Support and develop in 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.
- May coach peers or guide support staff or junior team members.
- 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.
Benefits
- Annual performance bonus
- Stock purchase
- Medical plans
- Prescription drugs
- Dental
- Vision
- Family Assistance Program
- FSA
- HSA
- Pre-Tax Parking Plan
- 401(k)
- Life/AD&D
- Accident coverage
- Critical illness coverage
- Hospital indemnity
- Long-term care
- Short-term disability
- Long-term disability
- Business travel accident coverage
- Identity theft coverage
- 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
Mid Level
Education Level
No Education Listed
