Senior Client Associate

Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource. ESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. Responds to escalated client questions and service issues with confidence, accuracy, and professionalism. Supports COBRA administration and specialized, needs‑based client projects as assigned by market or team leadership. Coordinates and oversees work performed by junior associates, providing guidance, mentoring, and quality review. Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team. Key strengths and traits include but are not limited to: Ability to provide feedback Initiating action Qualifications: 2+ years relevant experience Technical application skills: OE guide applications Advanced understanding of client lifecycle Life & Health License: Take and pass Life & Health License within timing necessary for state requirements #LI-JS1 Salary Range $65,000—$75,000 USD 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. 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. Company Culture 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