Client Manager (Employee Benefits)

Job summary

The Client Manager owns client relationships for a middle-market book of business, providing consultative support and managing the full client lifecycle. Responsibilities include leading benefit implementations, renewals, open enrollment strategies, and resolving complex service issues.

Job details

Role Description Manages a middle market book of business and provides consultative support throughout the client lifecycle. This role owns client relationships, leads renewals and implementations, and resolves complex service issues. ESSENTIAL JOB DUTIES include but are not limited to: Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models. May support light prospecting. Has ownership and accountability for client relationships, service plans, timelines, and execution quality. Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery. Primary point of contact for daily client service. May provide coaching or training for junior Client Managers. Key strengths and traits include but are not limited to: Proficient oral & written communication skills Independent Thinking Accountability Decisiveness Initiating Action Qualifications: Active Life & Health License 3+ years relevant experience Technical applications skills: OE guide application Working knowledge of industry trends and funding models to client context (ability to apply) The anticipated posting timeline for this opportunity is 09/16/2026-10/16/2026 #LI-JS1 Salary Range $75,000—$90,000 USD 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.

What you’ll do

The Client Manager owns client relationships for a middle-market book of business, providing consultative support and managing the full client lifecycle. Responsibilities include leading benefit implementations, renewals, open enrollment strategies, and resolving complex service issues.

Requirements

Candidates must hold an active Life & Health License and possess at least 3 years of relevant industry experience. Proficiency in industry trends, funding models, and strong communication skills are required for this role.

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 Insurance
• Critical Illness Insurance
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

Listed skills

• written communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Consultative Support
• Renewal Management
• Benefit Implementation
• Vendor Management
• Open Enrollment Strategy
• Self-funded Plans
• Custom Plans
• Oral Communication
• Written Communication
• Independent Thinking
• Accountability
• Decisiveness
• Initiating Action
• Technical Applications
• Funding Models
• Communication
• Coaching
• Sales Prospecting
• Time Off Management
• Medical Prescription
• Long-Term Care
• Community Outreach
• Benefits Enrollment Processes
• Business Insurance
• Life And Health Insurance License

Job areas

• Finance & Accounting
• Human Resources
• Consulting
• Customer Service & Support
• Employee Benefits Manager
• Compensation / Benefits Manager
• Human Resource Managers
• Compensation and Benefits Managers

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