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Client Manager at IMA Financial Group

Department: Benefits

Location
Salt Lake City, Utah
Level
lead/mgmt
Posted

Description

The Life & Health Client Services Manager manages a dedicated book of business of low-complexity clients, serving as the primary client contact and supporting the full client lifecycle. The role coordinates with internal teams, reviews work before client delivery, resolves claims, billing, and eligibility issues, manages Salesforce workflows and data quality, 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 medical, dental, vision, retirement, paid time off, and other benefits.

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