IMA Financial Group, Inc. ยท 5 hours ago
Client Service Rep-Personal Lines
St. Petersburg, FL
Full-time
Onsite
Mid Level
3+ years expIMA Financial Group, Inc. is an independent insurance agency with a long history of providing quality service to clients. The Client Service Representative for Personal Lines will support advisors in managing a personal lines book of business, ensuring excellent customer service and adherence to agency policies.
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
Take and process premium payments from clients
Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products)
Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request
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
Input customer applications into the agency management system from the carrier rating applications
Assist Personal Insurance Advisors with all customer service responsibilities
Update computer for cancellations, reinstatements. Send out form letter to clients as applicable
Provide superior customer service to clients
Report issues and follow up for resolutions with carriers and clients
Assist in completion of Underwriting audits as required
Assist in data entry, projects, creating client portfolios as similar tasks
Handle routine correspondence between carriers, agency and insured
Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets
Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines
Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary
Provide backup support to the CSR team and Advisors
Become familiar with and follow Agency guidelines, policies and procedures
Qualification
Required
Florida 4-40 or 2-20 License Required
High School Diploma/GED Required
3 or more years experience in personal lines insurance
Solid understanding of all lines of Florida Personal insurance
Ability to build rapport with each customer through active listening
Experience dealing with multiple insurance carriers
Proficient with Microsoft Word and Excel
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
IMA Financial Group, Inc.
2025-11-04
IMA Financial Group, Inc.
2025-10-02
Company data provided by crunchbase