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Senior Client Associate

IMA Financial Group
CompanyIMA Financial Group
CategorySales
LocationAnaheim
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted27 Jul 2026
Last verified2 Aug 2026
SourceEmployer career page (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource. ESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. Responds to escalated client questions and service issues with confidence, accuracy, and professionalism. Supports COBRA administration and specialized, needs‑based client projects as assigned by market or team leadership. Coordinates and oversees work performed by junior associates, providing guidance, mentoring, and quality review. Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team. Key strengths and traits include but are not limited to: Adaptability Ability to provide feedback Initiating action Qualifications: 2+ years relevant experience Technical application skills: OE guide applications Advanced understanding of client lifecycle Life & Health License: Take and pass Life & Health License within timing necessary for state requirements #LI-JS1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.  Prior Criminal history will only be considered after a conditional job offer is made and accepted.  Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range $65,000 — $75,000 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  20
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