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Client Associate-2

IMA Financial Group
CompanyIMA Financial Group
CategoryFinance
LocationDenver
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted8 Jul 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to: Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support. Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting. Reviews benefit contracts and materials for accuracy and completeness prior to client delivery. Responds to more complex client questions and manage defined lifecycle tasks with limited oversight. Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation. Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters. KEY STRENGTHS AND TRAITS include but are not limited to: Customer-focused Planning & priority setting Attention to detail Data literacy QUALIFICATIONS 1+ years relevant experience  Technical application skills: OE guide applications General understanding of client lifecycle Life & Health License: Take and pass Life & Health License within timing necessary for state requirements   #LI-TC1 The anticipated posting timeline for this opportunity is 7/7/2026 - 8/6/2026   Salary Range $60,000 — $70,000 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 implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023 Business 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 Top Work Places   2021-2023 Inc. 5000’s List of Fastest Growing Companies   2019-2022 Ci
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