Insurance Technician

Insurance Technician

Shared Services is a program that focuses on preparing associates for a servicing career in the insurance industry. The associate is hired for the role that they will eventually assume upon graduation after completing the following:

• Obtaining the appropriate insurance license within 60 days of hire
• Training within Shared Services and the designated department
• Demonstrating mastery of task and industry knowledge throughout the program
• A capstone project that showcases their knowledge gained throughout their time in the department and the program itself

The end goal of SST is to promote associates into a servicing position where they will be prepared and successful and already have a head start on their continued growth within the industry. The successful graduates will be responsible for supporting their advisors/producers in a client service role by managing a book of business as assigned, consistently providing excellent customer service techniques, and demonstrating soft skills taught during the duration of the program.

Job duties include:

• 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;
• Become familiar with Agency guidelines, policies and procedures;
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures;
• Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);
• Implement policy change requests and endorsements;
• Order Loss Runs;
• Assist with creating and preparing insurance proposals;
• Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs;
• Import client employee information (Employee Benefits);
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Assist with Business Development and Marketing Research;
• Assist with quoting and account rounding projects;
• Maintenance and client setup on risk management and benefits software;
• Participate as a member of CAT (Catastrophic) Team;
• Perform other client service administrative tasks with increasing complexity;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;
• Work with our various value-added software we provide to our clients;
• Answer phone calls from clients and companies, and route them to the appropriate contact;
• Participate in various auditing projects for quality assurance purposes;
• Printing various proposals, open enrollment booklets, and other items for clients;
• Data entry projects within our client management system, EPIC;

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

Required qualifications include:

• Florida 4-40, 2-15, or 2-20 License within 60 days of hire.
• High School degree; bachelor's degree preferred, but not required.
• Strong desire to learn and grow as an insurance professional.
• Minimum of 6 months of prior employment.
• Ability to maintain strict confidentiality.
• Proficient with Microsoft Word, and Outlook.
• Intermediate knowledge of Excel required.

This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

Compensation & benefits include: 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.

Why join IMA? We've built a reputation for putting our associates first. 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.