Client Manager – National Benefits
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Job Description
Client Manager guiding national employee benefits programs for IMA Financial Group. Managing client relationships, vendors, compliance, communications, and benefits education.
Responsibilities:
- Maintain regular professional contact with client representatives to foster relationships
- Research and resolve client issues and requests in a timely manner
- Answer questions related to benefits programs
- Conduct reviews and provide guidance on compliance matters
- Assist in preparing materials and collateral for client meetings
- Participate in client discussions and record meeting discussions and action items
- Oversee new vendor and carrier implementations
- Review carrier, vendor, and plan documents and contracts
- Maintain contact with carrier and vendor representatives to advocate for clients and resolve issues
- Develop short- and long-term employee communication objectives with clients
- Create member-facing collateral explaining benefit program features
- Lead in-person, virtual, and telephone sessions for plan participants
- Update clients on carrier and vendor partner features and services
- Contribute to client service team operations and meet deadlines
- Communicate client updates to team members and maintain the task management system
- Oversee job flow and outcome accuracy of the assigned Account Coordinator
- Assist with other team duties as needed
Requirements:
- Attains and maintains state life and health license in accordance with IMA standards
- Bachelor’s degree in relevant field or equivalent job experience
- 3+ years of Employee Benefits experience, preferably with large and complex accounts
- Intermediate MS Office skills, specifically PowerPoint, Outlook, Word, Excel, InDesign, and Box
- Ability to learn and work in agency/client management systems and related software and technology platforms
- Ability to work independently and accurately, with strong attention to detail
- Intermediate written and oral interpersonal communication skills
- Critical thinking and problem-solving abilities
- Ability to present information in person and virtually in a group setting
- Intermediate organizational skills, including prioritizing and managing multiple projects with variable deadlines
- High degree of diplomacy and tact while maintaining confidentiality
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 insurance
- Identity Theft protection
- Paid Time Off
- Flexible Work Options
- Paid Holidays
- Sabbatical
- Gift Matching
- Well-Being Stipend
- Personal and Professional Development
- Part ownership through stock purchase/ownership business model
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