- Full Time
- Denver, CO
IMA Financial Group at a glance
IMA Financial Group
ROLE DESCRIPTION
The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.
ESSENTIAL JOB DUTIES include but are not limited to:
- Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
- Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
- Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
- Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
- Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
- Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.
KEY STRENGTHS AND TRAITS include but are not limited to:
- Customer-focused
- Planning & priority setting
- Attention to detail
- Data literacy
QUALIFICATIONS
- 1+ years relevant experience
- Technical application skills: OE guide applications
- General understanding of client lifecycle
- Life & Health License: Take and pass Life & Health License within timing necessary for state requirements
#LI-TC1
The anticipated posting timeline for this opportunity is 7/7/2026 – 8/6/2026
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, Well-Being Stipend, 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.
*These benefits do not apply to internship roles.
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
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
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.
To apply for this job please visit imacorp.com.
Explore IMA Financial Group online
What people say about IMA Financial Group
- Elsevier journals – some facts
- YC Fellowship
- Details Emerge About Victoria Taylor’s Dismissal at Reddit
- Ask HN: Tech scene in Raleigh, NC?
Recent news
- IMA Financial names president for Carolinas - BusinessInsurance.com
- Ropes & Gray Advised New Mountain Capital in Equity Recapitalization of IMA Financial Group, Transaction Values IMA at $4 Billion - Ropes & Gray LLP
- IMA Financial sues former advisor and rival EPIC over alleged client poaching - Insurance Business
- IMA Financial Group Places $4 Billion Property Insurance Program for AI Data Center - Yahoo Finance
- IMA Financial Group places $4bn risk programme for AI-data centre company - Reinsurance News
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Denver, Colorado
Weather right now in Denver, Colorado: checking… · Local time: · Air quality: · Daylight:
Denver is the capital and most populous city of the U.S. state of Colorado. Officially a consolidated city and county, it is located in the South Platte River valley on the western edge of the High Plains, and is just east of the Front Range of the Rocky Mountains (Rockies). Denver is the 19th-most populous city in the United States and the fifth-most populous state capital, with a population of 715,522 at the 2020 census. The ten-county Denver metropolitan area, with 3.1 million residents, is the 19th-largest metropolitan area in the country and functions as the economic and cultural center o
Colorado is a landlocked state in the Mountain West subregion of the Western United States. It is one of the Mountain states, and part of the Southwestern United States, sharing the Four Corners region with Arizona, New Mexico, and Utah. It is also bordered by Wyoming to the north, Nebraska to the northeast, Kansas to the east, and Oklahoma to the southeast. Colorado is noted for its landscape of
Note: Colombia observes a public holiday on Jul 13 — Our Lady of Chiquinquirá Day.
🇨🇴 Relocation safety for Colombia: High Risk — via Warnely, CC BY 4.0
- Elevation 1,632m (5,354 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Keep exploring on Get A Job.ai
Not quite the right fit? Your next opportunity is a click away.
- Browse all jobs
- More jobs by category
- Remote jobs you can do from anywhere
- Research typical pay for this role
- Set a job alert so new matches reach you first
- Upload your resume to apply faster
Hiring instead? Post a job and reach candidates searching right now.