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Client Associate-1 (PNW)

IMA Financial Group
USAfull_timePosted 15 Jun 2026

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

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Company

IMA Financial Group

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