Senior Account Manager Benefits
IMA Financial GroupAbout the role
<p> </p> <p><strong>ESSENTIAL JOB RESPONSIBILITIES </strong>include but are not limited to:</p> <ul> <li>Supports and demonstrates IMA’s core values</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates</li> </ul> <p>Client service</p> <ul> <li>Maintains regular, professional contact to create and foster relationships with client representatives</li> <li>Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions</li> <li>Answers questions related to benefits program</li> <li>Conducts reviews and works to provide guidance on compliance related matters</li> </ul> <p>Client meetings</p> <ul> <li>Assists in and prepares materials and collateral for meetings and discussions</li> <li>Actively participates in discussions</li> <li>Records and reports meeting discussion and action items</li> <li>Carrier and vendor management</li> <li>Oversees new vendor/carrier implementations</li> <li>Reviews carrier, vendor, and plan documents and contracts</li> <li>Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner</li> </ul> <p>Communication and education</p> <ul> <li>Works with clients to develop short and long-term employee communication objectives</li> <li>Creates member facing collateral pieces to promote and clarify benefit program features</li> <li>Leads in person, virtual, and telephonic sessions to provide information and plan details to participants</li> <li>Uses regular interactions to update clients on carrier and vendor partner features and services</li> </ul> <p>Internal partnerships</p> <ul> <li>Actively participates and contributes to client service team operations</li> <li>Effectively communicates client updates to appropriate team members</li> <li>Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.</li> </ul> <p> </p> <p><strong>REQUIRED EXPERIENCE AND SKILLS </strong>include but are not limited to:</p> <ul> <li>Attains and maintains state life and health license in accordance with IMA standards</li> <li>Bachelor’s degree in relevant field or equivalent job experience</li> <li>4 or more years of relevant experience</li> <li>Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)</li> <li>Ability to learn and work in agency/client management systems and other related software and technolo
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s