Client Associate - 2

Role Description Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to: Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support. Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting. Reviews benefit contracts and materials for accuracy and completeness prior to client delivery. Responds to more complex client questions and manage defined lifecycle tasks with limited oversight. Supports entry‑ level financial analysis, claims & utilization reporting, and renewal preparation. Informally guides peers and contributes to workflow execution through independent decision‑ making within established parameters. Key strengths and traits include but are not limited to: Customer-focused Planning & priority setting Attention to detail Data literacy Qualifications 1+ years relevant experience Technical application skills: OE guide applications General understanding of client lifecycle Life & Health License: Take and pass Life & Health License within timing necessary for state requirements 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, Well-Being Stipend , 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. *These benefits do not apply to internship roles. 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 w