Client Manager

IMA Financial Group
Salt Lake City, UT
Category Customer Service
Job Description
Role Overview

Manages a dedicated book of business consisting primarily of lower-complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met.

What You Will Do

Manages a dedicated Book of Business, serves as a primary point of contact for assigned clients, supports all phases of the client lifecycle, and resolves claims, billing, and eligibility issues.

Why It Might Be a Fit

The ideal candidate will have effective oral & written communication skills, problem-solving skills, emotional intelligence, and operational excellence, with a developing awareness of core market dynamics and client segments.

Requirements

  • Active Life & Health License
  • 2+ years relevant experience
  • Technical application skills: OE guide applications, Salesforce
  • Basic + developing awareness of core market dynamics and client segments

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development
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