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Client Manager at IMA Financial Group

Department: Benefits

Compensation

$85,000 – $105,000/yr

Location
Anaheim, California · Pasadena, California
Type
Full-time
Level
mid
Posted

Description

The Client Manager oversees a dedicated book of business of lower-complexity life and health clients, serving as the primary contact and supporting the full client lifecycle. The role manages Salesforce workflows and data quality, reviews Client Associate work, resolves claims, billing, and eligibility issues, and may coach peers or junior team members. It requires an active Life & Health license, at least two years of relevant experience, and technical skills with OE guide applications and Salesforce. The position offers a salary of $85,000 to $105,000 USD plus medical, dental, vision, retirement, and other benefits.

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