Personal Insurance Client Service Specialist

IMA Financial Group; Petersburg (VA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Annual Bonus

Job summary

IMA Financial Group, Inc. seeks an enthusiastic client-service oriented professional to support advisors in managing a personal lines book. The role emphasizes accurate rating, policy servicing, premium processing, and carrier liaison to ensure client satisfaction.

Applicants should have a high school diploma, 3+ years in personal insurance, and a Florida license or equivalent. The position offers opportunities for growth within a well-established, community-minded agency in Virginia.

Qualifications

• Florida 4-40 or 2-20 license is required.
• HS diploma or GED is required.
• 3+ years of personal lines insurance experience.
• Understanding of Florida personal insurance lines and carrier underwriting.

Responsibilities

• Support advisors in client service for a personal lines book of business.
• Process premium payments from clients and rate policies.
• Input applications into agency management system and assist with all customer service tasks.
• Communicate with clients and carriers to resolve issues and update records.
• Assist in underwriting audits and fulfill routine correspondence between carriers.
• Provide backup support to CSR team and Advisors.

Skills

Customer service

Communication

Teamwork

Active listening

Education

High School Diploma

3+ years personal lines experience

Tools

Applied EPIC

Excel

Microsoft Word

Job description

IMA Financial Group, Inc. seeks an enthusiastic client-service oriented professional to support advisors in managing a personal lines book. The role emphasizes accurate rating, policy servicing, premium processing, and carrier liaison to ensure client satisfaction.

Applicants should have a high school diploma, 3+ years in personal insurance, and a Florida license or equivalent. The position offers opportunities for growth within a well-established, community-minded agency in Virginia.