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IMA Financial Group, Inc. · 1 month ago

Insurance Technician

St. Petersburg, FL

Full-time

Onsite

New Grad, Entry Level

0+ years exp

IMA Financial Group is focused on preparing associates for a servicing career in the insurance industry. The Insurance Technician role involves supporting advisors in a client service capacity, managing accounts, and providing excellent customer service as part of the Shared Services program.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

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

Become familiar with Agency guidelines, policies and procedures

Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures

Create and maintain commercial and personal lines client accounts through EPIC (client/account management system)

Implement policy change requests and endorsements

Order Loss Runs

Assist with creating and preparing insurance proposals

Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs

Import client employee information (Employee Benefits)

Assist with coordination and preparation of seminars and various client events throughout the year

Assist with Business Development and Marketing Research

Assist with quoting and account rounding projects

Maintenance and client setup on risk management and benefits software

Participate as a member of CAT (Catastrophic) Team

Perform other client service administrative tasks with increasing complexity

Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills

Work with our various value-added software we provide to our clients

Answer phone calls from clients and companies, and route them to the appropriate contact

Participate in various auditing projects for quality assurance purposes

Printing various proposals, open enrollment booklets, and other items for clients

Data entry projects within our client management system, EPIC

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned

Qualification

Florida insurance licenseEPIC softwareMicrosoft WordMicrosoft OutlookExcelCustomer serviceProfessionalismOral communicationWritten communicationTeamwork

Required

Florida 4-40, 2-15, or 2-20 License within 60 days of hire

High School degree

Strong desire to learn and grow as an insurance professional

Minimum of 6 months of prior employment

Ability to maintain strict confidentiality

Proficient with Microsoft Word, and Outlook

Intermediate knowledge of Excel required

Preferred

Bachelor's degree preferred, but not required

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.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees