About this Client Associate role at IMA Financial Group
What You'll Do
As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open enrollment preparation, and client service operations. Successful Client Associates develop expertise across the entire client lifecycle while building the technical and consulting skills needed for future growth within our Employee Benefits practice.
Client Service & Account Administration
- Maintain accurate client, policy, and carrier information within Salesforce and related systems.
- Support client onboarding activities, including carrier notifications, portal access setup, documentation review, and system updates.
- Assist with implementation and renewal documentation, carrier forms, and benefits administration processes.
- Manage benefit-related files, documentation, and client records within SharePoint and internal systems.
Renewal & Marketing Support
- Request and track carrier renewals and proposal information.
- Prepare and organize renewal marketing materials and carrier RFPs.
- Support the collection of claims, census, benchmarking, and carrier data used in renewal strategy discussions.
- Assist with proposal comparisons, renewal workbooks, and implementation activities.
Strategy & Reporting
- Prepare benchmarking reports and market analysis materials.
- Assist with claims reporting and ongoing client reporting initiatives.
- Support the development of client presentations and strategic planning deliverables.
- Gain exposure to financial and underwriting concepts through collaboration with Financial Strategists.
Open Enrollment & Employee Communications
- Coordinate carrier participation and resources for open enrollment meetings and benefits fairs.
- Assist with benefits guide updates and employee communication materials.
- Support enrollment and post-enrollment implementation activities.
- Help ensure the timely completion of annual enrollment deliverables.
Carrier & Vendor Coordination
- Communicate with insurance carriers and vendor partners regarding renewals, implementations, documentation requests, and ongoing service needs.
- Obtain and review benefit summaries, contracts, certificates, and policy documents.
- Support carrier relationship management and service delivery efforts.
KEY STRENGHTS AND TRAITS include but are not limited to:
- Accountability
- Collaboration & teamwork
- Learning agility
- Information seeking
QUALIFICATIONS:
- <1 year relevant experience
- Basic technical application/exposure
- Readiness to learn + grow through structured training and mentorship
- Life & Health License: Take and pass Life & Health License within timing necessary for state and role requirements
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
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, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
