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Role Description:
- You deliver independent client support, handling complex service tasks and supporting renewals with limited oversight.
- You apply growing technical knowledge within defined parameters to support the client lifecycle.
- You serve as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Essential Job Duties:
- You independently perform core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing support.
- You review benefit contracts and materials for accuracy and completeness prior to client delivery.
- You respond to complex client questions and manage defined lifecycle tasks with limited oversight.
Qualifications:
- You have 1+ years of relevant experience.
- You have technical application skills with OE guide applications.
- You must obtain a Life & Health License within required timing.
Compensation & Benefits:
- You receive a salary range of $50,000—$65,000 USD.
- You are eligible for annual performance bonus, stock purchase, and comprehensive benefits.
- You enjoy paid time off, flexible work options, and personal development opportunities.
IMA Financial Group
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.