Senior Client Manager (Employee Benefits)

Senior Client Manager (Employee Benefits) Are you ready to take on a dynamic and rewarding role that challenges your strategic thinking, leadership skills, and ability to build meaningful relationships? As a Senior Client Manager, you’ll manage high-profile accounts and make a real impact. Here’s what you can expect: Own the Client Service Cycle: Take charge with minimal guidance, ensuring a seamless client experience from start to finish. Lead Complex Accounts: Manage accounts with diverse funding types, providing expert support for self-funded and other sophisticated benefit programs. Maintain full account responsibility while fostering trusted relationships with clients and partners. Client Relationship & Retention: Cultivate and maintain strong, long‑term relationships with clients by understanding their needs and objectives. Provide expert advice and support on employee benefits plans (health insurance, wellness programs, etc.). Act as the key point of contact for all day-to-day client needs and inquiries. Proactively identify opportunities to improve and enhance client benefit offerings. Serve as a trusted advisor to clients on market trends, plan design, compliance, and cost‑containment strategies. Identify client needs and craft customized strategies to meet their goals, particularly for complex accounts. Leverage internal resources and advanced technologies to maximize efficiency and client deliverables. Leverage your knowledge of claims processes and resolution strategies to address complex issues effectively. Renewals & Marketing: Oversee the renewal process and develop innovative marketing strategies. Use your expertise in strategy, negotiation, and analysis to deliver top‑tier results. Work closely with shared services and internal teams to prioritize workflows, ensure accountability, and deliver exceptional outcomes. You will also mentor Employee Benefits Coordinators and Associate Client Managers, fostering growth and excellence within your team. Cultivate strong partnerships with coworkers, clients, and external stakeholders to drive mutual success. Foster a collaborative environment and share best practices across the team. Problem Solving and Issue Resolution: Address client concerns and resolve any issues related to the administration of employee benefits plans. Coordinate with service providers and vendors to resolve problems promptly and efficiently. Handle claims escalations and help clients navigate complex issues or disputes. Keep clients informed about compliance‑related issues and ensure their programs meet the latest standards. Engage in Development: Attend industry events, seminars, and training sessions to stay ahead of trends and sharpen your skills. Support Producers: Be a valued partner to producers in prospect meetings, sharing your expertise and insights. What We’re Looking For We’re seeking a driven professional who thrives in a fast‑paced environment and is passionate about delivering exceptional service. Here’s what you’ll bring to the role: Required Qualifications Education: A 4‑year college degree (preferred) or equivalent experience. Experience: 5‑7 years in a related field, with a track record of success in employee benefits. Tech‑savvy: Proficiency in MS Office Suite (Excel, Word, PowerPoint) and benefits management software. Familiarity with HRIS systems like EASE, Employee Navigator, ADP, and UKG. Licensed & Ready: Active Life/Health License to support your expertise. Excellent communication, presentation, and interpersonal skills. Strong problem‑solving abilities and attention to detail. Preferred Qualifications Advanced certifications (e.g., CEBS, GBA, or other employee benefits‑related designations). Experience with self‑funded plans, wellness programs, or compliance (ERISA, ACA). Personal Attributes Client‑focused with a strong commitment to delivering high‑quality service. A strong desire to deliver outstanding internal and external customer service. A strategic thinker who can align client needs with practical benefits solutions. Team player with the ability to work cross‑functionally. Adaptable and proactive in handling a variety of client situations. Qualified Applicants Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range $91,000 — $120,000 USD Benefits You are eligible for a comprehensive benefits and rewards package that includes performance bonus, stock purchase, medical, 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 disability, short‑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, final offers depend on location, experience, and skill set. *These benefits do not apply to internship roles. 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. Company Culture Change makers. Employee owners. We’re hiring do‑ers, go‑getters, and the owners of tomorrow at IMA as we build the brokerage of the future. See what it feels like to be supported by IMA on your career journey. #J-18808-Ljbffr