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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.

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