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Client Associate-1 (PNW)
IMA Financial Group
Portland3d ago
- Seniority
- Junior
About the role
<p><span data-contrast="none">The 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.</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></p>
<p><strong><span data-contrast="none"><span data-ccp-parastyle="heading 2">ESSENTIAL JOB DUTIES</span><span data-ccp-parastyle="heading 2"> </span></span><span data-contrast="none"><span data-ccp-parastyle="heading 2">include but are not limited to:</span></span><span data-ccp-props="{"134245418":true,"201341983":2,"335559739":120,"335559740":260}"> </span></strong></p>
<ul>
<li><span data-contrast="none">Provides day</span>‑<span data-contrast="none">to</span>‑<span data-contrast="none">day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></li>
<li><span data-contrast="none">Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li>
<li><span data-contrast="none">Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li>
<li><span data-contrast="none">Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. </span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li>
<li><span data-contrast="none">Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li>
<li><span data-contrast="none">Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning.</span><span data-ccp-props="{"201341983":2,"335559740":300}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="none"><span data-ccp-parastyle="heading 2">Key strengths and traits</span><span data-ccp-parastyle="heading 2"> </span></span><span data-contrast="none"><span data-ccp-parastyle="heading 2">include but are not limited to:</span></span><span data-ccp-props="{"134245418":true,"201341983":2,"335559739":120,"335559740":260}"> </span></strong></p>
<ul>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph" data-ccp-parastyle-defn="{"ObjectId":"b46c0d54-a6e9-5ff7-9efa-33f88570c2ad|1","ClassId":1073872969,"Properties":[469777841,"Calibri",469777842,"Calibri",469777844,"Calibri",469769226,"Calibri,Times New Roman",335551500,"4278190080",335559740,"240",201341983,"0",201342446,"1",201342447,"5",201342449,"1",469777843,"Calibri",201341986,"1",268442635,"22",469775450,"Table Paragraph",201340122,"2",134234082,"true",134233614,"true",469778129,"TableParagraph",335572020,"1",134245417,"false",469778324,"Normal"]}">Accountability</span></span></li>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph">Collaboration</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">&</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">teamwork</span></span></li>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph">Learning</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">agility</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559740":240,"469777462":[827],"469777927":[0],"469777928":[1]}"> </span></li>
<li><span data-contrast="none">Information seeking</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="none"><span data-ccp-parastyle="heading 2">Qualifications</span></span><span data-ccp-props="{"134245418":true,"201341983":2,"335559739":120,"335559740":260}"> </span></strong></p>
<ul>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph"><</span><span data-ccp-parastyle="Table Paragraph">1</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">year</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">relevant</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">experience</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559740":240,"469777462":[827],"469777927":[0],"469777928":[1]}"> </span></li>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph">Basic</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">technical</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">application/exposure</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559740":240,"469777462":[827],"469777927":[0],"469777928":[1]}"> </span></li>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph">Readiness</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">to</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">learn</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">+</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">grow</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">through</span><span data-ccp-parastyle="Table Paragraph"> </span><span data-ccp-parastyle="Table Paragraph">structured training and mentorship</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559737":846,"335559738":2,"335559740":237,"469777462":[827],"469777927":[0],"469777928":[1]}"> </span></li>
<li><span data-contrast="none"><span data-ccp-parastyle="Table Paragraph">Life & Health License: Take and pass Life & Health License within 60 days for state and role requirements</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559737":846,"335559738":2,"335559740":237,"469777462":[827],"469777927":[0],"469777928":[1]}"> </span></li>
</ul><div class="content-pay-transparency"><div class="pay-input"><div class="title">Salary Range</div><div class="pay-range"><span>$53,000</span><span class="divider">—</span><span>$56,000 USD</span></div></div></div><div class="content-conclusion"><p><strong>Compensation & Benefits</strong></p>
<p>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:<br> <br>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, <span data-teams="true">Well-Being Stipend</span>, 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. </p>
<p><span style="text-decoration: underline;"><strong><span data-teams="true">*These benefits do not apply to internship roles.</span></strong></span></p>
<p><strong>Why Join IMA?</strong></p>
<p><strong>We’ve built a reputation for putting our associates first</strong></p>
<p>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.</p>
<p><strong>We work in teams. We sell in teams. We win and prosper as a team</strong></p>
<p>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.</p>
<p><strong>We are recognized nationally as a leader in our industry</strong></p>
<ul>
<li>2020-2023 Business Insurance Magazine Best Places to Work in Insurance </li>
<li>2023 Inc. Magazine’s Best Workplaces </li>
<li>2023 Denver Business Journal’s Best Places to Work </li>
<li>2022-2023 Connecticut Top Work Places </li>
<li>2021-2023 Inc. 5000’s List of Fastest Growing Companies </li>
<li>2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies </li>
<li>2022-2023 Kansas City Business Journal’s Best Places to Work </li>
<li>2021-2023 Charlotte Business Journal’s Best Places to Work </li>
<li>2021-2023 Los Angeles Business Journal’s Best Places to Work </li>
<li>2021-2023 The Salt Lake City Tribune Top Work Places </li>
<li>2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces </li>
<li>2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category </li>
<li>2021 Dallas Business Journal’s Best Places to Work </li>
<li>2021 Alaska Journal of Commerce’s Best Workplaces in Alaska </li>
</ul>
<p> </p>
<p><em>This Job Description is not a complete statement of all duties and responsibilities comprising this position.</em></p>
<p><em>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. </em></p>
<p> </p></div>
Perks & benefits
- 401k
- Paid Time Off
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