Job description

POSITION SUMMARY : The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position. JOB DUTIES : Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations. Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures. Manage a Book of Business. Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs. Assist Producer in servicing and remarketing existing accounts for commercial lines. Keep producer informed regarding client issues. Visit clients outside the office with the producer if needed. Coordinate expirations with producer to obtain renewal information. Maintain expiration control log. Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier. Work closely with company underwriters in negotiating sales and service related items on behalf of the client. Develop and maintain professional relationships with company representatives and underwriters. Cross-sell and round out existing accounts within assigned Book of Business. Determine premiums, prepare proposals for clients. Prepare coverage comparisons as needed. Issue binders, extensions and certificates as needed with assistance from CSR. Maintain all underwriting, marketing, applications, and other information essential for documentation purposes. Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow. Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client. Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR. Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request. Search company records to obtain information requested by customer. Analyze policy transactions and correct company records to adjust errors. Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment. Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items. Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc. Actively pursue referral opportunities to other departments. This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs. REQUIRED QUALIFICATIONS : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Florida 2-20 License Required Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required. Experience working with multiple insurance carriers and varied policy forms and coverages. Knowledge of Applied "EPIC" Agency Management System beneficial Proficient with Microsoft Word & Excel Strong written & oral communication skills Organizational & time management skills Dependable and Team Player #LI-AG1 Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend , Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry • Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year • U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist • Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work • Denver Business Journal – Fast 50 • Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces • The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work • Wichita Business Journal – Best Places to Work This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Requirements

Must-haves

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
Manage a Book of Business.
Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
Assist Producer in servicing and remarketing existing accounts for commercial lines.
Keep producer informed regarding client issues.
Visit clients outside the office with the producer if needed.
Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.
Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
Develop and maintain professional relationships with company representatives and underwriters.
Cross-sell and round out existing accounts within assigned Book of Business.
Determine premiums, prepare proposals for clients.
Prepare coverage comparisons as needed.
Issue binders, extensions and certificates as needed with assistance from CSR.
Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
Search company records to obtain information requested by customer.
Analyze policy transactions and correct company records to adjust errors.
Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Professional Development