Client Associate

IMA Financial Group, Inc.

Client Associate supporting employee benefits clients at IMA Financial Group, an insurance brokerage. Managing onboarding, renewals, enrollment, reporting, and complex client service tasks.

Posted 8/11/2026full-timeRemote • Oregon, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and operational responsibilities, including onboarding, renewals, and ongoing support. Proficient in technical applications related to HRIS and benefits communications, with a strong understanding of the client lifecycle.

Highest-signal resume keywords

Client ServiceTechnical Application SkillsLife & Health LicenseFinancial AnalysisBenefits Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

OnboardingRenewalsOpen EnrollmentClaims ReportingUtilization ReportingWorkflow ExecutionBenefit Contract ReviewTechnical Resource ManagementEntry-Level Financial AnalysisStandard Reporting

Soft Skills

Independent Decision-MakingPeer GuidanceComplex Problem Solving

Tools & Technologies

HRISEnrollment PlatformsOE Guide Applications

Certifications & Qualifications

Life & Health License

Industry Keywords

Client LifecycleBenefits CommunicationsSurveys

About the role

Key responsibilities & impact

Independently perform core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support
Serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting
Review benefit contracts and materials for accuracy and completeness before client delivery
Respond to complex client questions and manage defined lifecycle tasks with limited oversight
Support entry-level financial analysis, claims and utilization reporting, and renewal preparation
Informally guide peers and contribute to workflow execution through independent decision-making within established parameters

Requirements

What you’ll need

1+ years relevant experience
Technical application skills: OE guide applications
General understanding of the client lifecycle
Must take and pass the Life & Health License within the timing necessary for state requirements

Benefits

Comp & perks

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 insurance
Critical Illness insurance
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident insurance
Identity Theft protection
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Well-Being Stipend
Personal and Professional Development