Account Manager-3/Employee Benefits - IMA Financial Group

We are seeking an Account Manager to join our growing Employee Benefits team. This position will provide support to clients with direction from the Account Executive. A successful applicant must have professionalism, possess self-direction, manage client relationships, and exhibit strong communication and problem-solving skills. 

What You'll Do

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Client service
• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients
• Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs
• Client meetings
• Participates in client and prospect meetings, and may lead meeting with guidance
• Assists in and prepares materials and collateral for meetings and discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Communication and education
• Trains clients on technology and resources available
• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services
• Training and Mentoring
• Mentors and trains other Account Managers
• Internal partnerships
• Actively participates and contributes to client service team operations
• Effectively communicates client updates to appropriate team members
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

You Should Have

• Bachelor's degree in relevant field or equivalent job experience
• 5 or more years of relevant experience
• Attains and maintains state life and health license in accordance with IMA standards
• Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to work in agency/client management systems and other related software and technology platforms
• Ability to effectively work independently
• Excellent interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner internally and externally
• Demonstrates critical thinking and problem solving with the ability to analyze and interpret data
• Ability to present information in a group setting (in person and virtually)
• Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed
• Possesses high degree of diplomacy and tact while maintaining confidentially
• Some travel required

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