Job Opportunities API

The Public Ledger of Openings

← Back to the ledger

Client Associate-1 - Employee Benefits

IMA Financial Group
CompanyIMA Financial Group
CategoryFinance
LocationPortland
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted12 Jun 2026
Last verified7 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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     Qualifications   < 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 60 days for state and role requirements   Salary Range $53,000 — $56,000 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. 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