New

Senior Client Manager, Employee Benefits

IMA Financial Group
$90,000-$105,000 USD
paid time off, paid holidays, 401(k)
United States, California, Anaheim
Jan 18, 2025
What You Will Do Take charge with minimal guidance, ensuring a seamless client experience from start to finish 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 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 Oversee the renewal process and develop innovative marketing strategies. Use your expertise in strategy, negotiation, and analysis to deliver top-tier results Work closely with shared services and internal teams to prioritize workflows, ensure accountability, and deliver exceptional outcomes Mentor Employee Benefits Coordinators and Associate Client Managers, fostering growth and excellence within the team Cultivate strong partnerships with coworkers, clients, and external stakeholders to drive mutual success Foster a collaborative environment and share best practices across the team Address client concerns and resolve issues related to the administration of employee benefits plans Coordinate with service providers and vendors to resolve problems promptly and efficiently Handle claims escalations and help clients navigate complex issues or disputes Keep clients informed about compliance-related issues and ensure their programs meet the latest standards Attend industry events, seminars, and training sessions to stay ahead of trends and sharpen your skills Be a valued partner to producers in prospect meetings, sharing your expertise and insights Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates You Should Have 4 year college degree (preferred) or equivalent experience Must have 5 years of large group employee benefits account management experience within the insurance industry Active Life/Health License required Advanced certifications (e.g., CEBS, GBA, or other employee benefits-related designations) Proficiency in MS Office Suite (Excel, Word, PowerPoint) and benefits management software. Familiarity with HRIS systems like EASE, Employee Navigator, ADP, and UKG Strong analytical skills with the ability to interpret data, trends, and benchmarks Excellent communication, presentation, and negotiation skills Client focused with a strong commitment to delivering high-quality service. A strong desire to deliver outstanding internal and external customer service A strategic thinker who can align client needs with practical benefits solutions Team player with the ability to work cross-functionally Adaptable and proactive in handling a variety of client situations Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range $90,000 — $105,000 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, Health Club Reimbursement, 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. 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.