About this role
ROLE DESCRIPTION
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.
ESSENTIAL JOB DUTIES
include but are not limited to:
- Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models.
- Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
- Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
- Provides support on and develops in all areas of the client life cycle.
- Reviews work completed by Client Associates before delivery to clients.
- Resolves claims, billing, and eligibility issues while coordinating with internal support teams.
- May coach peers or guide support staff or junior team members.
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Perform other work-related duties as assigned.
Key strengths and traits
include but are not limited to:
- Effective oral & written communication skills
- Problem solving
- Emotional intelligence
- Operational excellence + process ownership
QUALIFICATIONS
-
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
-
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 T