IMA Financial Group

SeniorClientManager(EmployeeBenefits)

$115–165k ~AI est. Pasadena, California, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Client Manager (Employee Benefits) at IMA Financial Group. Skills: Client relationship management, Employee benefits expertise, Account responsibility. Own client service cycle. Manage complex accounts”

Industry & Context.

Problems you'll solve

Problem-solving abilities; Issue resolution

What They're Looking For.

Must Have

5-7 years experience, Active Life/Health License, Proficiency in MS Office Suite, Familiarity with HRIS systems

Nice to Have

4-year college degree, Advanced certifications, Experience with self-funded plans, Experience with wellness programs, Experience with compliance (ERISA, ACA)

What You'll Do.

Own client service cycle

Manage complex accounts

Foster trusted relationships

Provide expert advice

Act as key point of contact

Identify opportunities to improve

Serve as trusted advisor

Craft customized strategies

Leverage internal resources

Leverage knowledge of claims processes

Oversee renewal process

Develop marketing strategies

Work with shared services

Ensure accountability

Mentor Employee Benefits Coordinators

Mentor Associate Client Managers

Cultivate partnerships

Address client concerns

Resolve administration issues

Coordinate with service providers

Handle claims escalations

Keep clients informed

Attend industry events

Support producers in prospect meetings

How You'll Work.

Team & Collaboration

Internal teams; Coworkers; External stakeholders; Cross-functionally

Communication Scope

Presentation skills; Interpersonal skills

Full Job Description

What You'll Do: 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 (e.g., 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. Team & Partner Collaboration Work closely with shared services and internal teams to prioritize workflows, ensure accountability, and deliver exceptional outcomes. You will also be able to mentor Employee Benefits Coordinators and Associate Client Managers, fostering growth and excellence wi

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