Client Associate
IMA Financial Group
| Company | IMA Financial Group |
| Category | Sales |
| Location | Wichita |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Entry |
| Salary | Not stated by the employer |
| Posted | 31 Jul 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
ROLE DESCRIPTION:
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 STRENGHTS 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 timing necessary for state and role requirements
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 Civic 50 Colorado Honoree Recognizing 50 Most Communit