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IMA Financial Group, Inc. · 4 months ago

Account Manager/Employee Benefits

Dallas-Fort Worth, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

IMA Financial Group is a growing company recognized nationally as a leader in the insurance industry. They are seeking an Account Manager to support clients in the Employee Benefits team, focusing on client relationships, compliance guidance, and vendor management.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

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

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

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

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

Mentors and trains other Account Managers

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

Qualification

Client relationship managementCompliance knowledgeState lifeHealth licenseMS Office proficiencyAgency/client management systemsInterpersonal communicationCritical thinkingOrganizational skillsPresentation skills

Required

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 confidentiality

Some travel required

Benefits

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees