Client Associate

Role Description
Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle.
ESSENTIAL JOB DUTIES include but are not limited to:
Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.
Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.
Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge.
Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning.
he Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle.
ESSENTIAL JOB DUTIES include but are not limited to:
Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.
Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.
Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge.
Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning.
Key strengths and traits include but are not limited to:
Accountability
Collaboration & teamwork
Learning agility
Information seeking
Qualifications
<1 year relevant experience
Basic technical application/exposure
Readiness to learn + grow through structured training and mentorship
Life & Health License: Take and pass Life & Health License within 60 days for state and role 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