Senior Client Manager (Employee Benefits)

IMA Financial Group•Dallas, GA

About The Position

The Senior Client Manager (Employee Benefits) supports and demonstrates IMA’s core values, including a commitment to diversity, equity, and inclusion. This role involves maintaining professional contact with client representatives, researching and resolving issues related to benefits programs, and answering questions about benefits. The position also requires preparing materials for client meetings, participating in discussions, and recording action items. Additionally, the Senior Client Manager will oversee new vendor/carrier implementations, review plan documents and contracts, and maintain contact with vendor representatives to ensure client advocacy. Communication and education are key aspects, including developing communication objectives, creating member-facing collateral, and leading sessions to explain benefit program features. The role also involves updating clients on carrier and vendor partner features and services, and collaborating with internal teams to ensure effective client service operations and support for team duties.

Requirements

Attains and maintains state life and health license in accordance with IMA standards.
Bachelor’s degree in relevant field or equivalent job experience.
4 or more years of relevant experience.
Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel).
Ability to learn and work in agency/client management systems and other related software and technology platforms.
Ability to work independently.
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 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.
Effectively communicates client updates to appropriate team members.
Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.