Customer Service Representative

3 weeks ago

Portland, United States IMA Financial Group Full time

Provide accurate technical assistance, prompt and courteous service to customers, Account Managers, Sales Executives and company personnel. Grow and develop talents and insurance knowledge to highest level possible. Provide a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following functions are to be performed in accordance with the agency policies and procedures and with the highest degree of ethical standards and confidentiality.

  • Provide quality professional service to customers.
  • Process endorsements
  • Order Change Requests
  • Issue Certificates of Insurance
  • Check new and renewal policies for accuracy, based on proposals, applications and expiring policies.
  • Monitor expiration list for customer accounts and initiate renewal process; assist Account Manager(s) with renewal setups.
  • Order Motor Vehicle Records
  • Limited marketing of new and renewal business and develop market strategy as required; account placement from start to finish with direct supervision.
  • Attend Marketing meetings, as directed, and incorporate adopted marketing procedures in workflow.
  • Provide accurate information to underwriters and respond to customer requests.
  • Develop, coordinate and pull together customer and insurance company presentations.
  • Ability to perform all tasks assigned to the Customer Service Representative in the day-to-day servicing and maintenance of Sales Executive(s) book of business in a timely, accurate and professional manner.
  • Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Keep informed on current insurance markets, market trends and industry changes. Participate in seminars and classes for skill and knowledge development.
  • Word Processing - Excel & Word
  • Back up Receptionist - 28 phone lines
  • Perform special projects at Director's request.
  • Other duties may be assigned.

You Should Have:

  • Knowledge of Property & Casualty Insurance
  • Knowledge of Carriers and industry standard forms.
  • Professional telephone skills and etiquette.
  • Familiarity and ability to operate PC in Windows Environment.
  • Proficient in Word & Excel.
  • Ability to accurately type/data input at a minimum of 55 WPM.
  • Familiarity with general office procedures.
  • Strong written and verbal communication skills.
  • Familiarity in the use and ability to operate general office equipment.
  • Self-motivated and ability to work independently with limited supervision or within a group or team.
  • Ability to organize and prioritize work.
  • Positive attitude towards peers, carriers and clients.

#LI-JS1

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, Health Club Reimbursement, 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.

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

  • 2020-2023Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut TopWork Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune TopWork Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

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.

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