Client Service Representative-Marine
IMA Financial GroupSaint Petersburg, Florida, United States
Posted September 5, 2025
Full Time
About the Company
IMA Financial Group, Inc. is a reputable insurance company that provides quality service and commitment to its clients and community.
Job Description
The Client Service Representative-Marine will be responsible for retention by managing the client service aspects of a marine book of business, and support assigned advisors and current clients by performing various duties.
Requirements
- Florida 2-20 License Required
- Bachelor's degree from four-year college or university
- Three to five years related experience and/or training
- An insurance designation, equivalent to CPCU, AAI or CIC is preferred
- Ability to build rapport with each customer through active listening
- Experience dealing with multiple insurance carriers
- Knowledge of Applied "EPIC" Agency Management System beneficial
- Proficient with Microsoft Word and Excel
Benefits
- 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
- Health Club Reimbursement
- Personal and Professional Development
