IMA Financial Group, Inc. ยท 1 week ago
Client Services Representative - Commercial Lines
St. Petersburg, FL
Full-time
Onsite
Entry, Mid Level
2+ years expIMA Financial Group, Inc. is a recognized leader in the insurance industry, committed to providing excellent customer service. The Client Services Representative will be responsible for various administrative tasks, ensuring effective communication with clients and insurance carriers, and supporting the Client Service Manager as needed.
Financial ServicesInsuranceRisk ManagementWealth Management
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 coaching from supervisors and managers, in compliance with the Agency's policies and procedures
Process incoming mail in your electronic inbox
Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage
Process endorsement requests and endorsements and send follow up requests to carriers
Input transactions in billing system to generate invoices
Process confirmed cancellations and audits as well as reinstatements
Input and update Acord applications in system as directed
Assist with policy rating and process changes on carrier websites
Retrieve and process documents from carrier websites
Check carrier communication logs and process as needed
Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal
Prepare policy books for large clients
Handle routine correspondence between carriers, agency, and insureds
Input and follow up on system activities as directed
Assist with data entry projects
Provide customers service to clients as directed and fill-in for Client Service Manager as needed
Seek advice from Client Service Manager when problems arise on accounts
Perform special projects at the Client Service Manager's request
Be available to assist services department with phones and mail if needed
Assist in the training and growth of newer and less experienced team members
Actively pursue referral opportunities to other departments
Maintain electronic and/or paper files in an orderly, up-to-date manner
Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary
Be familiar with and follow Agency guidelines, policies and procedures
Qualification
Required
Florida 4-40 or 2-20 License Required
High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
Experience dealing with multiple insurance carriers
Proficient with Microsoft Word & Excel
Strong written & oral communication skills
Organizational & time management skills
Dependable
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase