Personal Lines Client Services Specialist

IMA Financial Group; Petersburg (VA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group seeks a dedicated client service professional to support advisors in managing a personal lines book. You will deliver excellent customer service, assist with policy rating, processing payments, and coordinating with carriers to ensure accurate, timely policy delivery.

Responsibilities include handling inquiries, supporting underwriting audits, and maintaining organized electronic files while pursuing licensing and continuing education requirements.

Qualifications

• Ability to build rapport with each customer through active listening.
• Experience dealing with multiple insurance carriers.
• Proficiency with Word and Excel for daily tasks.

Responsibilities

• Assist Personal Insurance Advisors with all customer service responsibilities.
• Take and process premium payments from clients.
• Rate policies and be familiar with underwriting guidelines.
• Check new and renewal policies for accuracy and ensure delivery to client.
• Input customer applications into the agency management system.

Skills

Active listening

Rapport building

Customer service

Education

Florida 4-40 or 2-20 License

High School Diploma/GED

3+ years personal lines experience

Tools

EPIC Agency Management System

Microsoft Word

Excel

Job description

IMA Financial Group seeks a dedicated client service professional to support advisors in managing a personal lines book. You will deliver excellent customer service, assist with policy rating, processing payments, and coordinating with carriers to ensure accurate, timely policy delivery.

Responsibilities include handling inquiries, supporting underwriting audits, and maintaining organized electronic files while pursuing licensing and continuing education requirements.