Member Advocate (Employee Benefits) (Fully Remote)

Responsibilities: Answer incoming calls, perform outreach, and build rapport with client representatives and individual members to discuss their questions and issues. Research issues, communicate with providers, insurance carriers, and plan administrators, and set expectations for follow‑ups and outcomes. Document conversations, run data reports, track utilization, and lead onboarding calls to support clients and internal teams.

Qualifications: High school diploma or equivalent with 3–5 years of experience in a service or call center capacity. Working knowledge of employee benefits and insurance industry, plus ability to interpret insurance contracts. Excellent organizational and communication skills with a proven track record of delivering excellent customer service. Benefits & Culture: Competitive salary, annual performance bonus, and stock purchase opportunities. Robust benefits package including medical, dental, vision, 401(k), PTO, and flexible work options. Employee-owned company recognized nationally as a best place to work, with focus on diversity, equity, and inclusion. IMA Financial Group is an independent insurance brokerage providing insurance solutions, employee benefits, retirement plans, and wealth management. It is a national, employee-owned company with a collaborative culture and recognition as a best place to work.