Client Service Rep-Personal Lines

About the Company

W3 is an independent insurance agency founded in 1925 with a rich history of providing quality service and unwavering commitment to our clients and community. We represent an extensive list of "A rated" insurance companies to provide the best coverage at the most affordable rates. Our insurance products are tailored to the specific needs of both businesses and individuals, offering commercial, homeowners, auto, boat, and life insurance.

About the Role

The successful candidate will support advisors in the client service aspect of managing a personal lines book of business. This role involves providing excellent customer service and leadership to accounts, representing client needs within the organization, and ensuring quality service.

Responsibilities

• Work collaboratively with others, maintaining a workplace of dignity and respect in compliance with equal employment opportunity standards.
• Accept coaching from supervisors and managers in compliance with the Agency's policies and procedures.
• Process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines, including marketing, quoting, and binding of personal insurance products.
• Check new and renewal policies for accuracy in rating, typing, coverage, and signatures; ensure delivery or mailing to clients.
• Handle client and company phone calls regarding insurance, claims, or administrative problems.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, such as type of insurance or payment method.
• Input customer applications into the agency management system from carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer records for cancellations and reinstatements; send form letters to clients as applicable.
• Provide superior customer service, report issues, and follow up for resolutions with carriers and clients.
• Assist in completion of underwriting audits as required.
• Handle data entry, projects, and creating client portfolios.
• Manage 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 according to current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing; attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies, and procedures.

This is not an exhaustive list of all duties and responsibilities; other tasks may be assigned based on Agency needs.

Requirements

• Florida 4-40 or 2-20 License required.
• High School Diploma or GED required.
• Three or more years of experience in personal lines insurance.
• Solid understanding of all lines of Florida Personal insurance.
• Ability to build rapport with customers through active listening.
• Experience dealing with multiple insurance carriers.
• Knowledge of Applied "EPIC" Agency Management System is beneficial.
• Proficient with Microsoft Word and Excel.

Benefits

As part of the IMA family, you become eligible for a comprehensive benefits and rewards package designed to support you, your family, and your life. This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase Plan
• Medical Plans
• Prescription Drug Coverage
• Dental and Vision Insurance
• Family Assistance Program
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k) Retirement Plan
• Life and AD&D Insurance
• Accident, Critical Illness, and Hospital Indemnity Insurance
• Long-Term Care Insurance
• Short-term and Long-term Disability Insurance
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off and Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching Program
• Well-Being Stipend
• Personal and Professional Development Opportunities

The final offer amounts will depend on factors such as geographic location, prior relevant experience, and knowledge, skills, and abilities. *These benefits do not apply to internship roles.

Why Join Us

• Associate-First Culture: We’ve built a reputation for putting our associates first, offering a unique ownership business model that makes working at IMA appealing.
• Team-Oriented Environment: We work, sell, and succeed as a team, providing support systems and resources to help associates focus on what they do best.
• National Recognition: We are recognized nationally as a leader in our industry, with accolades including:
  • 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 Wichita Business Journal’s Best Places to Work (#1 in extra-large category)
  • 2021 Dallas Business Journal’s Best Places to Work
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska