Client Services Representative - Commercial Lines

About the role

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast-paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

Job Duties

• 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.
• Affix 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.
• Check 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.

Required Qualifications

• 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
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable
• Team Player

Physical Demands

• Sit
• Use hands and fingers
• Stand and walk
• Reach with hands and arms
• Frequently lift and/or move up to 25 pounds

Work Environment

This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• 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
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
• We are recognized nationally as a leader in our industry

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.