IMA Financial Group, Inc. · 10 hours ago
Client Service Manager - Employee Benefits
St. Petersburg, FL
Full-time
Onsite
Mid Level
3+ years expIMA Financial Group, Inc. is seeking a Client Service Manager for Employee Benefits to deliver high-quality service to internal and external clients. The role involves day-to-day account management, client retention, satisfaction, and supporting the renewal process for employee benefits.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations
Accept direction and coaching from team lead and manager, in compliance with the Agency's policies and procedures
Proactively demonstrate our high level of commitment to superior customer service, including claims resolution, to group clients and their employees by telephone (preferably) and E-mail on all group insurance products sold by W3
Provide ongoing support to clients in person including on-site visits to clients, as needed
Initiate pre-renewal meetings to determine client's needs for renewal within the specified department timeline. Coordinate with assigned producer
Partner with producer to assist and coordinate new client presentations and renewals
Work with marketing specialist to prepare groups’ request for proposal (RFP)
Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis
Analyze numerous carrier proposals, select benefits and rates from each carrier proposal, ensuring regulatory compliance. Choose appropriate options for client presentation
Review for accuracy the final renewal marketing presentation spreadsheets comparing carrier proposals, as needed
Coordinate and conduct employee meetings
Act as a liaison between client and carrier to complete all necessary renewal or new business paperwork
Record transactions and document as required in EPIC
Finalize new carrier contracts and policies
Maintain and update knowledge on relevant compliance requirements for benefit-related regulations (i.e. ACA, ADA, FMLA, COBRA, FSA, etc.)
Advise clients and their employees with issues pertaining to benefit-related federal and/or state compliance
Independently manage and renew insurance contracts for small house non-VIP tier accounts, as assigned
Learn and become proficient with benefits administration software supporting W3 clients
Assist with the implementation of employee benefits administration software for W3 clients
Build and maintain a positive, trusted relationship with each member of our clients’ HR team
Responsible for completing a network provider search and comparing carrier networks for our clients
Actively pursue referral opportunities to other departments
Maintain electronic (EPIC) and/or paper files in an orderly, up-to-date manner
Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend company sponsored and online classes as necessary
Be familiar with and follow Agency guidelines, policies and procedures
Qualification
Required
Florida 2-15 Life & Health License Required
Bachelor's degree, and 3 to 5 years relevant agency experience or equivalent combination of education and experience
Proficient with Microsoft Office Suite
Excellent communication skills
Preferred
Knowledge of Applied 'EPIC' Agency Management System
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
IMA Financial Group, Inc.
2025-11-04
IMA Financial Group, Inc.
2025-10-02
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