Client Associate-1 (PNW)
IMA Financial GroupAbout the role
<p><span data-contrast="none">The 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.</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></p> <p><strong><span data-contrast="none"><span data-ccp-parastyle="heading 2">ESSENTIAL JOB DUTIES</span><span data-ccp-parastyle="heading 2"> </span></span><span data-contrast="none"><span data-ccp-parastyle="heading 2">include but are not limited to:</span></span><span data-ccp-props="{"134245418":true,"201341983":2,"335559739":120,"335559740":260}"> </span></strong></p> <ul> <li><span data-contrast="none">Provides day</span>‑<span data-contrast="none">to</span>‑<span data-contrast="none">day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></li> <li><span data-contrast="none">Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li> <li><span data-contrast="none">Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li> <li><span data-contrast="none">Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. </span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li> <li><span data-contrast="none">Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.</span><span data-ccp-props="{"20134
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