Client Associate-1 (PNW)

Requirements

• 1 year relevant experience
• Basic technical application/exposure
• Readiness to learn + grow through structured training and mentorship
• Life & Health License: Take and pass Life & Health License within timing necessary for state and role requirements
• Salary Range
• $53,000 - $56,000 USD
• Compensation & Benefits
• *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.

Benefits

Additional Information

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. ESSENTIAL JOB DUTIES include but are not limited to: Provides day ‑ to ‑ day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance. Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards. Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows. Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge. Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision. Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning. Key strengths and traits include but are not limited to: Accountability Collaboration & teamwork Learning agility Information seeking

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