Senior Account Manager Benefits

Responsibilities

• Maintain regular, professional contact to foster relationships with client representatives
• Research and resolve client issues and requests in a timely manner
• Provide guidance on benefits program questions and compliance-related matters
• Prepare materials and collateral for client meetings and participate in discussions
• Oversee new vendor and carrier implementations and review plan documents
• Develop employee communication objectives and create member-facing collateral
• Lead in-person, virtual, and telephonic sessions to educate participants on plan details
• Collaborate with internal team members to communicate client updates and support operations

Requirements

• State life and health license (must be attained and maintained)
• Bachelor’s degree in a relevant field or equivalent professional experience
• 4 or more years of relevant experience in benefits or account management
• Intermediate MS Office skills, specifically PowerPoint, Outlook, Word, and Excel
• Strong interpersonal communication skills, both written and oral
• Ability to work independently and manage multiple projects with variable deadlines
• Proficiency in learning agency/client management systems and related software
• Demonstrated critical thinking, problem-solving, and presentation skills

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive medical, dental, and vision plans
• 401(k) and various disability coverages (Short-term and Long-term)
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-Being Stipend and Personal/Professional Development support
• Flexible Work Options

About the Company

IMA Financial Group is an entrepreneurial, expanding company built on a unique ownership business model. We are recognized nationally as a leader in the insurance and financial services industry, consistently appearing on "Best Places to Work" lists. We focus on teamwork and providing robust support systems to help our associates succeed and grow.