IMA Financial Group, Inc. logo
Insurance, Financial Services, Risk Management

Client Associate - 2

Birmingham, ALOnsiteInternshipManager / HeadPosted 2 months agoVisa sponsorship available

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Required skills

  • 5+ years relevant experience
  • Self-funding experience
  • OE guide applications
  • Market insight
  • Client lifecycle management
  • Escalated issue resolution
  • Strategic advisory support
  • Vendor negotiations
  • Long-term lifecycle planning
  • Process improvement

Nice to have

  • Complex funding models
  • High-revenue
  • High-complexity
  • Strategically significant book
  • High-touch
  • High-frequency service needs

Role summary

This Senior Client Manager role oversees complex client relationships, delivering high-touch advisory services. Responsibilities include managing a dedicated book of business, driving client lifecycle management, resolving escalated issues, and providing strategic advice. The role also involves leading renewals, vendor negotiations, and long-term planning for key accounts. Additionally, the Senior Client Manager will contribute to process improvement and coach other Client Managers and support staff. Key qualifications include 5+ years of relevant experience, an Active Life & Health License, self-funding experience, technical application skills (OE guide applications), strong market insight, and excellent communication, analytical, conflict management, and systems thinking skills.

Role Description

Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.

ESSENTIAL JOB DUTIES include but are not limited to:

  • Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
  • Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
  • Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
  • Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
  • Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
  • Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.
  • Key strengths and traits include but are not limited to:

  • Customer-focused
  • Planning & priority setting
  • Attention to detail
  • Data literacy
  • Qualifications

  • 1+ years relevant experience
  • Technical application skills: OE guide applications
  • General understanding of client lifecycle
  • Life & Health License: Take and pass Life & Health License within timing necessary for state 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

    • Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist• Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work• Denver Business Journal – Fast 50• Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces• The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work• Wichita Business Journal – Best Places to Work

    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.

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