Senior Insurance Client Services Manager

IMA Financial Group, Inc.; Saint Petersburg (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Saint Petersburg, Florida, is seeking a customer service-oriented professional with 5 to 7 years of experience in the insurance industry. The successful candidate will manage a Book of Business, collaborate with producers for tailored insurance solutions, and maintain professional relationships with clients and underwriters.

This role requires strong communication skills, the ability to handle multiple tasks efficiently, and proficiency in relevant software. The position offers a comprehensive benefits package, including performance bonuses and flexible work options.

Qualifications

• 5 to 7 years of related experience required.
• Experience with multiple insurance carriers and varied policy forms.
• Proficient in Microsoft Word and Excel.
• Dependable and a team player.

Responsibilities

• Manage a Book of Business and collaborate with producers.
• Develop insurance programs for client needs.
• Assist Producer in servicing accounts.
• Liaise between client and carrier.
• Process transactions and generate billing invoices.

Skills

Customer Service Orientation

Effective Communication

Team Collaboration

Organizational Skills

Time Management

Education

Bachelor's degree or equivalent experience

Tools

Applied EPIC Agency Management System

Microsoft Word

Microsoft Excel

Job description

IMA Financial Group, Inc. in Saint Petersburg, Florida, is seeking a customer service-oriented professional with 5 to 7 years of experience in the insurance industry. The successful candidate will manage a Book of Business, collaborate with producers for tailored insurance solutions, and maintain professional relationships with clients and underwriters.

This role requires strong communication skills, the ability to handle multiple tasks efficiently, and proficiency in relevant software. The position offers a comprehensive benefits package, including performance bonuses and flexible work options.