Account Manager - Employee Benefits

Imafinancialgroup

Wallingford, CT, United States
On-site
Client relationship management
Employee benefit programs
Compliance guidance
The Account Manager - Employee Benefits position at IMA Financial Group in Wallingford, CT, seeks an experienced professional to manage client relationships and provide consulting services related to employee benefit programs. The role emphasizes client service, compliance guidance, and communication, all while fostering a collaborative team environment

Job Summary

  • Maintains regular, professional contact to create and foster relationships with client representatives, researches and resolves issues, and provides guidance on compliance related matters.
  • Oversees new vendor/carrier implementations, manages renewals and enrollment processes, and reviews carrier, vendor, and plan documents.
  • Trains clients on technology and resources, develops employee communication objectives, and creates member-facing collateral pieces.

Matching Summary

Match Score: 85

The Account Manager - Employee Benefits position at IMA Financial Group in Wallingford, CT, seeks an experienced professional to manage client relationships and provide consulting services related to employee benefit programs. The role emphasizes client service, compliance guidance, and communication, all while fostering a collaborative team environment.

Skills & Requirements

Must-have

  • client relationship management
  • employee benefit programs
  • compliance guidance
  • vendor and carrier oversight
  • participant education sessions

Nice-to-have

  • entrepreneurial company culture
  • team-oriented environment
  • ownership business model

Key Requirements

  • 5 or more years of relevant experience
  • Bachelor’s degree or equivalent job experience
  • State life and health license
  • Proficiency with MS Office Suite
  • Ability to work independently

Work Rights

Not specified

Tailored Resume

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