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IMA Financial Group, Inc. · 9 hours ago

Client Services Manager - Commercial Lines

St. Petersburg, FL

Full-time

Onsite

Senior Level

5+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking a Client Services Manager - Commercial Lines. The role involves managing a book of business, collaborating with producers to develop insurance programs, and serving as a liaison between clients and carriers while maintaining high ethical standards.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations

Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures

Manage a Book of Business

Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs

Assist Producer in servicing and remarketing existing accounts for commercial lines

Keep producer informed regarding client issues

Visit clients outside the office with the producer if needed

Coordinate expirations with producer to obtain renewal information. Maintain expiration control log

Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier

Work closely with company underwriters in negotiating sales and service related items on behalf of the client

Develop and maintain professional relationships with company representatives and underwriters

Cross-sell and round out existing accounts within assigned Book of Business

Determine premiums, prepare proposals for clients

Prepare coverage comparisons as needed

Issue binders, extensions and certificates as needed with assistance from CSR

Maintain all underwriting, marketing, applications, and other information essential for documentation purposes

Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow

Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client

Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR

Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request

Search company records to obtain information requested by customer

Analyze policy transactions and correct company records to adjust errors

Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment

Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items

Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc

Actively pursue referral opportunities to other departments

Qualification

Florida 2-20 LicenseInsurance industry experienceApplied EPIC knowledgeMicrosoft Word proficiencyMicrosoft Excel proficiencyCommunication skillsOrganizational skillsTime management skillsTeam player

Required

Florida 2-20 License Required

Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required

Experience working with multiple insurance carriers and varied policy forms and coverages

Proficient with Microsoft Word & Excel

Strong written & oral communication skills

Organizational & time management skills

Dependable and Team Player

Preferred

Knowledge of Applied 'EPIC' Agency Management System beneficial

Benefits

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

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees