Insurance Client Success Manager

IMA Financial Group; Petersburg (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

Life/AD&D

401(k)

Job summary

IMA Financial Group in Petersburg, VA, seeks a customer-service oriented professional with 5–7 years of industry experience to manage a book of business and work with producers to tailor risk management solutions for clients.

The role requires strong communication, teamwork, and the ability to multi-task in a fast-paced environment. You will service and remarket accounts for commercial lines, coordinate renewals, and liaise with underwriters to secure favorable terms.

Qualifications

• Bachelor's degree (B.A.) from a four-year college or university.
• 5–7 years of related experience or equivalent.
• Experience with multiple insurance carriers and policy forms.
• Proficient with EPIC Agency Management System.
• Proficient in Microsoft Word and Excel.
• Strong organizational and time-management skills.
• Excellent communication and teamwork abilities.

Responsibilities

• Manage a Book of Business.
• Collaborate with producer to develop programs for clients.
• Service and remarket existing accounts for commercial lines.
• Coordinate expirations and renewals with producer.
• Liaise with carriers and underwriters on terms.
• Prepare proposals and coverage comparisons as needed.
• Maintain documentation and workflow systems.
• Assist with billing and client inquiries.
• Pursue referral opportunities to other departments.

Skills

Customer service

Communication

Team player

Multi-tasking

Independent work

Detail oriented

Quick learner

Education

Bachelor's degree

5-7 years experience or equivalent

Tools

EPIC Agency Management System

Microsoft Word

Microsoft Excel

Job description

IMA Financial Group in Petersburg, VA, seeks a customer-service oriented professional with 5–7 years of industry experience to manage a book of business and work with producers to tailor risk management solutions for clients.

The role requires strong communication, teamwork, and the ability to multi-task in a fast-paced environment. You will service and remarket accounts for commercial lines, coordinate renewals, and liaise with underwriters to secure favorable terms.