Client Manager - Employee Benefits

Chicagoonsitemanager$100K$200K

via Greenhouse

About this role

The Client Manager manages a dedicated book of business consisting primarily of lower ‑ complexity clients, delivering standardized service and lifecycle support. This role serves as a primary client contact, coordinates with internal teams, and ensures compliance, documentation, and service expectations are met. ESSENTIAL JOB DUTIES include but are not limited to: Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models. Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle. Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.…

Read the full description on Ima Financial Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce, outreach

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Chicago. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforceoutreach

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