Benefits Program Manager

4 weeks ago

Bellevue, Washington, United States IMA Financial Group Full time
Job Title: Benefits Account Manager

Job Summary:

The Benefits Account Manager will be responsible for supporting and demonstrating IMA's core values, while maintaining regular, professional contact to create and foster relationships with client representatives. This role will also involve researching and resolving issues and requests in a timely manner, including issues requiring direct interactions.

Key Responsibilities:

  • Supports and demonstrates IMA's core values
  • 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

Requirements:

  • Attains and maintains state life and health license in accordance with IMA standards
  • Bachelor's degree in relevant field or equivalent job experience
  • 4 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 confidentiality

Benefits:

The IMA Financial Group, Inc. offers a comprehensive benefits package, including 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, and personal and professional development opportunities.

About IMA:

IMA is a dynamic and entrepreneurial company that values its associates and provides opportunities for growth and development. We are committed to putting our associates first and providing a supportive and inclusive work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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