Client Associate

Role Description Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to: Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance. Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards. Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows. Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision. Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning. he Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to: Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance. Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards. Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows. Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision. Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning. Key strengths and traits include but are not limited to: Accountability Collaboration & teamwork Learning agility Information seeking Qualifications <1 year relevant experience Basic technical application/exposure Readiness to learn + grow through structured training and mentorship Life & Health License: Take and pass Life & Health License within 60 days for state and role requirements 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.