Client Associate-2

The Client Associate -2 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 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 manages 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 Customer-focused Planning & priority setting 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 Salary Range: $60,000 USD – $70,000 USD Benefits 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. 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. #J-18808-Ljbffr IMA Financial Group, Inc.