IMA Financial Group, Inc. ยท 18 hours ago
Client Service Representative-Marine
St. Petersburg, FL
Full-time
Hybrid
Entry, Mid Level
3+ years expIMA Financial Group, Inc. is a reputable agency providing quality insurance services. They are seeking a Client Service Representative to manage client service aspects of a marine book of business and support advisors by performing various tasks related to client retention and service.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Work collaboratively and cooperatively with others, maintaining a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations
Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures
Provide rating, marketing, and retention support to advisors, including new business marketing tasks such as quoting, summarizing quote results, and preparing proposals for advisors to present
When a marine advisor(s) is out of office, contact new prospects for application information, market to carriers, and present quotes. Perform data entry into the agency management system and procure the bind order on their behalf. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information
Remarketing renewals as requested and delivering quotes and summaries to advisors for review. If proceeding, present the quote and obtain necessary documentation to bind and issue policies. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information
Prepare coverage comparisons as requested and interpret policy provisions to determine methods of effecting desired changes to quotes, coverage, or type of insurance
Work closely with company underwriters to negotiate the best possible coverage options and premiums and assist in negotiating sales and service-related items on behalf of the client. Develop and maintain professional relationships with carrier representatives and underwriters
Find opportunities to create/enhance SOI relationships and participate in scheduled events (e.g., boat shows)
Complete service-related tasks for marine clients by providing superior client service
Provide support tasks for renewals as requested to ensure property delivery to clients
Process incoming mail/tasks in accordance to department workflows and prioritize daily tasks
Process transactions to generate billing invoices and prepare premium finance contracts as necessary
Seek referral opportunities for account rounding as well as new prospects
Maintain up-to-date status with assigned activity tasks and responding/attaching emails in our agency management system
Monitor continuing education requirements to ensure compliance with licensing requirements by enrolling in online CE courses
Follow Agency guidelines, policies, and procedures
Qualification
Required
Florida 2-20 License Required
Bachelor's degree from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience
Ability to build rapport with each customer through active listening
Experience dealing with multiple insurance carriers
Proficient with Microsoft Word and Excel
Preferred
An insurance designation, equivalent to CPCU, AAI or CIC is 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