Account Manager, Employee Benefits

What You'll Do

• Maintain regular, professional contact to create and foster relationships with client representatives
• Research and resolve issues and requests in a timely manner, including issues requiring direct interactions
• Answer questions related to benefits program
• Conduct reviews and works to provide guidance on compliance related matters
• Assist in and prepare materials and collateral for meetings and discussions
• Actively participate in discussions
• Record and report meeting discussion and action items
• Carrier and vendor management
• Oversee new vendor/carrier implementations
• Review carrier, vendor, and plan documents and contracts
• Maintain regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Work with clients to develop short and long-term employee communication objectives
• Create member facing collateral pieces to promote and clarify benefit program features
• Lead in-person, virtual, and telephonic sessions to provide information and plan details to participants
• Use regular interactions to update clients on carrier and vendor partner features and services
• Actively participate and contribute to client service team operations
• Effectively communicate client updates to appropriate team members
• Assist with other team duties as needed - i.e., position vacancy, cover personal time off, etc.

You Should Have

• Minimum 2 years of experience servicing a mid-market book of business within the retail insurance brokerage industry
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Attain and maintain state life and health license in accordance with IMA standards
• Intermediate interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner
• Demonstrate critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

The anticipated posting timeline for this opportunity is 10/03/2024-11/03/2024.

Salary Range

$55,000-$80,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.