Account Manager

3 weeks ago

Portland, United States IMA Financial Group Full time

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Client service
  • 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
  • Answers questions related to benefits program
  • Conducts reviews and works to provide guidance on compliance related matters
  • Client meetings
  • Assists in and prepares materials and collateral for meetings and discussions
  • Actively participates in discussions
  • Records and reports meeting discussion and action items
  • Carrier and vendor management
  • Oversees new vendor/carrier implementations
  • 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
  • Communication and education
  • 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
  • Internal partnerships
  • 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.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

  • Attains and maintains state life and health license in accordance with IMA standards
  • Bachelor's degree in relevant field or equivalent job experience
  • 2 or more years of relevant experience
  • Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
  • Ability to learn and work in agency/client management systems and other related software and technology platforms
  • Ability to work independently
  • Intermediate interpersonal communication skills - written and oral - with the ability to articulate ideas and information in a clear and concise manner
  • Demonstrates critical thinking and problem solving
  • Ability to present information in a group setting (in person and virtually)
  • Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
  • Possesses high degree of diplomacy and tact while maintaining confidentially

COMPETENCIES & TRAITS:

  • Interpersonal skills
  • Agility/Flexibility
  • Communicating
  • Problem Solving
  • Building relationships

#LI-JS1

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, Health Club Reimbursement, 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.

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

  • 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
  • 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.

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