Role Description

Manages a middle market book of business and provides consultative support throughout the client lifecycle. This role owns client relationships, leads renewals and implementations, and resolves complex service issues.
ESSENTIAL JOB DUTIES include but are not limited to:

• Manages dedicated Book of Business: medium-to-large volume book or a smaller set of higher revenue or more complex clients (e.g., self-funded, custom plans), requiring higher service intensity and tailored engagement models. May support light prospecting.
• Has ownership and accountability for client relationships, service plans, timelines, and execution quality.
• Leads benefit implementations, vendor management, renewals, and open enrollment strategy and delivery.
• Primary point of contact for daily client service.
• May provide coaching or training for junior Client Managers.

Key strengths and traits include but are not limited to:

• Proficient oral & written communication skills
• Independent Thinking
• Accountability
• Decisiveness
• Initiating Action

Qualifications:

• Active Life & Health License
• 3+ years relevant experience
• Technical applications skills: OE guide application
• Working knowledge of industry trends and funding models to client context (ability to apply)

The anticipated posting timeline for this opportunity is 09/16/2026-10/16/2026

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Salary Range

$75,000-$90,000 USD

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.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.