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← IMA Financial Group

Client Associate

IMA Financial Group
Location
REMOTE; St. Petersburg, FL
Posted
17 days ago
Department
Benefits
What they actually want (must-haves)
  • Less than 1 year relevant experience
  • Basic technical application/exposure
  • Readiness to learn and grow through structured training and mentorship
  • Life & Health License: Must take and pass within required timing for state and role requirements
What the job really is

The Client Associate role involves providing foundational support to employee benefits clients, focusing on tasks such as enrollments, billing, and documentation. Daily responsibilities include operational support throughout the client lifecycle, preparing client materials, responding to inquiries, and assisting with client onboarding and renewals under supervision. The position emphasizes learning and development through structured training.

Benefits
  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
Things to weigh
  • Salary range is $60,000 - $65,000 USD
  • Role involves routine tasks with guidance, which may limit immediate independence and responsibility
  • Position requires obtaining a Life & Health License, which may require additional study and testing
Job score3.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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