Senior Client Associate

Responsibilities

• Lead the development and execution of open enrollment and year-round benefits communications
• Oversee onboarding of new clients and the implementation of benefit plans and programs
• Partner with the consulting team to develop client deliverables such as renewals, claims reviews, and mid-year updates
• Maintain accurate client records, benchmarking data, and internal platforms
• Serve as a primary point of contact for client inquiries regarding claims and billing issues
• Support compliance efforts, including the review of Summary Plan Descriptions and 5500 filing schedules
• Analyze marketing results to identify plan design changes or discrepancies

Requirements

• 2-5 years of industry experience in employee benefits or a related field
• Proficiency in MS Office Suite, with advanced skills in PowerPoint and Excel preferred
• Strong organizational, follow-up, and project management skills
• Ability to handle confidential information with tact and discretion
• Bachelor's degree preferred

Preferred Qualifications

• MA Health & Accident license (if unlicensed, must be obtained within 90 days of hire)
• Excellent AI 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 insurance brokerage that operates under a unique ownership business model. We are recognized nationally as a leader in our 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.