Hybrid Personal Insurance CSR: Client Care & Policy Expert

IMA Financial Group; Saint Petersburg (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Short-term Disability

Long-term Disability

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Florida seeks a dedicated personal lines support professional to assist advisors with client service, premium processing, and policy administration. You will rate policies, verify details, and communicate with clients and carriers to ensure accuracy and timely delivery.

The role emphasizes teamwork, coaching junior staff, and maintaining knowledge of the Florida personal insurance market while supporting a robust benefits culture and growth opportunities.

Qualifications

• Florida 4-40 or 2-20 license required.
• High School Diploma/GED required.
• 3+ 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 with multiple insurance carriers.
• Proficient with Microsoft Word and Excel.

Responsibilities

• Support advisors in client service for a personal lines book of business.
• Provide excellent customer service and leadership to accounts.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines.
• Check new and renewal policies for accuracy and delivery to clients.
• Handle client calls regarding insurance, claims, or administrative problems.
• Input customer applications into the agency management system.
• Assist Personal Insurance Advisors with customer service responsibilities.
• Provide backup support to CSR team and Advisors.

Skills

Active listening

Rapport building

Customer service

Coaching & training

Underwriting knowledge

Microsoft Word

Microsoft Excel

Phone support

Carrier communications

Education

High School Diploma/GED

Florida 4-40 or 2-20 License

3+ years in personal lines insurance

Tools

EPIC AMS

Job description

IMA Financial Group in Florida seeks a dedicated personal lines support professional to assist advisors with client service, premium processing, and policy administration. You will rate policies, verify details, and communicate with clients and carriers to ensure accuracy and timely delivery.

The role emphasizes teamwork, coaching junior staff, and maintaining knowledge of the Florida personal insurance market while supporting a robust benefits culture and growth opportunities.