Job description

POSITION SUMMARY : The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client Assist with both new client presentations and renewals by performing the following duties: JOB DUTIES : General 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 coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures. Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance. Assist in the resolution of claims issues with carriers. Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system. When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office. Assist CSMs with technical coverage and contract reviews. Renewal Clients Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline. Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis. Lead the Renewal Timeline process, including: Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate. Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace. Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis. Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation. Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients. Coordinate client renewals and provide other services as required so that producer can maximize time for new business production. New Business Provide analysis assistance to producer for new prospects related to W3 Advantage Services. Assist the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate. Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis. Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation. Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client. Actively pursue referral opportunities to other departments. Maintain electronic and/or paper files in an orderly, up-to-date manner. Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary. Be familiar with and follow Agency guidelines, policies and procedures. Other duties may be assigned, based on Agency needs. This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs. REQUIRED EDUCATION & 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. A Bachelor’s degree; 3 to 5 years of related experience and/or training, or equivalent combination of education and experience. Working knowledge of Microsoft Word & Excel. Florida 220 Property & Casualty license. Insurance designation equivalent to AAI or CIC, preferred. Experience with Epic software, preferred #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

General 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 coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.
Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.
Assist in the resolution of claims issues with carriers.
When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.
Assist CSMs with technical coverage and contract reviews.
Renewal Clients
Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.
Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace.
Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients.
Coordinate client renewals and provide other services as required so that producer can maximize time for new business production.
New Business
Provide analysis assistance to producer for new prospects related to W3 Advantage Services.
Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation.
Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client.
Actively pursue referral opportunities to other departments.
Maintain electronic and/or paper files in an orderly, up-to-date manner.
Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.

Nice-to-haves

Insurance designation equivalent to AAI or CIC, preferred.
Experience with Epic software, preferred

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