Account Manager- Employee Benefits
Company: IMA Financial Group
Location: Denver
Posted on: June 1, 2025
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Job Description:
ESSENTIAL JOB RESPONSIBILITIES include but are not limited
to:
Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and
inclusion among all IMA associates
Client service
Conductsreviews and worksto provide guidance on compliance related
matters.Provides
ongoingtechnical/consultingserviceregardingcompliance and
legislation to clientsMaintains 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
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.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
Attains and maintains state life and health license in accordance
with IMA standards
Bachelor's degree in relevant field or equivalent job
experience
5 or more years of relevant experience
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
COMPETENCIES & TRAITS:
Interpersonal skills
Agility/Flexibility
Problem Solving
Building relationships
Self-Direction
#LI-KM1
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, Health Club Reimbursement,
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.
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 write business
all over the world and small enough to implement your ideas
quickly.
We are recognized nationally as a leader in our industry
This Job Description is not a complete statement of all duties and
responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment
opportunities (EEO) to all employees and applicants for employment
without regard to race, color, religion, sex, national origin, age,
disability or genetics. In addition to federal law requirements,
The IMA Financial Group, Inc. complies with applicable state and
local laws governing nondiscrimination in employment in every
location in which the company has facilities.
Keywords: IMA Financial Group, Loveland , Account Manager- Employee Benefits, Executive , Denver, Colorado
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