Member Advocate - Employee Benefits
Imafinancialgroup · Bellevue, WA; Dallas, TX; Denver, CO; Overland Park, KS; Pasadena, CA; St. Petersburg, FL; Wichita, KS · Posted Jul 1, 2026
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Essential job responsibilities include but are not limited to:
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA
Answer incoming calls from, perform outreach to, and build rapport with client representatives and individual members to discuss their questions and issues
Conduct research and use problem solving techniques to identify issues, root causes, and possible solutions – this includes communicating with providers, insurance carriers, and plan administrators
Set expectations for time-sensitive follow-ups, how the issue/question will be managed, and appropriate possible outcomes
Log and document member conversations, follow-ups, and resolutions
Collaborate with IMA service team members to ensure best outcomes and consistent communication
Escalate issues when appropriate to ensure appropriate resolution is achieved
Maintain client information and materials needed to support member inquiries and issue resolution
Run reports and analyze data to track utilization, note outstanding issues, and identify opportunities to improve service model for members
Lead client onboarding calls to introduce member service capabilities, learn about existing coverage and carriers, and set appropriate expectations for clients and internal service team
Assist manager with reviewing service standards, issue tracking tools, and other metrics to ensure advocacy program continues to provide value to IMA clients and their members and improvements are made when needed
Required Experience and Skills: include but are not limited to:
High school diploma or equivalent
3 to 5 years of experience working in a service or call center capacity
Working knowledge of employee benefits and insurance industry
Ability to read, analyze, and interpret insurance contracts and plan documents
Consistent track record of delivering excellent customer service
Excellent organizational skills
Demonstrated ability to learn and efficiently utilize software systems
Possess high degree of tact and ability to manage difficult situations
Ability to communicate professionally and proficiently in both written and oral form
Preferred
Current life and health license
Bilingual written and oral language skills (Spanish)
Customer service experience in an insurance setting
Bachelor’s degree
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Salary Range
$55,000 $80,000 USD
Compensation Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend , Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wi…