Client Associate

Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to: Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance. Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards. Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows. Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision. Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning. KEY STRENGHTS AND TRAITS include but are not limited to: Accountability Collaboration & teamwork Learning agility Information seeking QUALIFICATIONS: 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 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 2020-2023Business 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 TopWork 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 TopWork 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-largecategory 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. What US state do you currently reside in? Current city? What is your desired compensation? Have you ever been employed by IMA in a full-time, part-time, or intern capacity? Are you currently employed by an IMA client? If you are currently employed by an IMA client, please list the name of that client here. If you answered No to the previous question, please write N/A. How were you referred to us? Please add the name of the associate or the job posting location. Demographic Information IMA collects certain employee self-identification information. Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA. Race 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 IMA Financial Group, Inc.