Insurance Account Executive - Client Success & Renewals

IMA Financial Group; Petersburg (VA); Sur place; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Résumé du poste

IMA Financial Group in Petersburg, VA is seeking a Client Service Assistant to support producers and commercial clients by phone and email. You will assist with renewals, data gathering, and proposal preparation while coordinating with carriers and internal teams.

The role involves on-site client visits, presentations, and ongoing service to maximize retention. A Bachelor’s degree and 3–5 years of related experience are required, with licenses and Epic software experience preferred.

Qualifications

• Bachelor’s degree required; 3–5 years related experience and/or training.
• Working knowledge of Microsoft Word and Excel.
• Florida 220 Property & Casualty license.
• Insurance designation equivalent to AAI or CIC, preferred.
• Experience with Epic software, preferred.

Responsabilités

• Provide client service assistance by phone and e-mail to producers and commercial clients.
• Assist with on-site client visits and renewals.
• Coordinate renewal data, proposals and timelines with carriers and producers.
• Support new business presentations and renewal materials.
• Monitor producer email inbox for timely client requests and responses.
• Assist CSMs with coverage analyses, quotes and contract reviews.
• Maintain organized client files and documentation in agency systems.
• Pursue referral opportunities to other departments and ensure licensing requirements are met.

Connaissances

Client service

Communication

Insurance knowledge

Renewal coordination

Formation

Bachelor’s degree

3–5 years related experience

Outils

Epic software

Description du poste

IMA Financial Group in Petersburg, VA is seeking a Client Service Assistant to support producers and commercial clients by phone and email. You will assist with renewals, data gathering, and proposal preparation while coordinating with carriers and internal teams.

The role involves on-site client visits, presentations, and ongoing service to maximize retention. A Bachelor’s degree and 3–5 years of related experience are required, with licenses and Epic software experience preferred.