Insurance Technician

Imafinancialgroup

St. Petersburg, FL, United States
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Client account management
Policy change implementation
Insurance proposal preparation
** The Insurance Technician position at Imafinancialgroup in St. Petersburg, FL is designed for individuals looking to build a career in the insurance industry through a structured training program. Candidates are expected to obtain an insurance license within 60 days of hire and will support client service roles while developing their skills. **

Job Summary

  • The Shared Services program prepares associates for a servicing career in the insurance industry by providing training and demonstrating mastery of tasks and industry knowledge.
  • Graduates will support advisors/producers in a client service role, managing a book of business and providing excellent customer service.
  • This role involves creating and maintaining client accounts, implementing policy changes, ordering loss runs, and assisting with proposals and seminars.

Matching Summary

Match Score: 75

** The Insurance Technician position at Imafinancialgroup in St. Petersburg, FL is designed for individuals looking to build a career in the insurance industry through a structured training program. Candidates are expected to obtain an insurance license within 60 days of hire and will support client service roles while developing their skills. **

Skills & Requirements

Must-have

  • Client account management
  • Policy change implementation
  • Insurance proposal preparation
  • Certificate of Insurance (COI) preparation
  • Microsoft Outlook proficiency
  • Microsoft Word proficiency

Nice-to-have

  • Commitment to dignity and respect
  • Strong desire to learn
  • Ability to maintain confidentiality
  • Excellent customer service techniques

Key Requirements

  • Florida 4-40, 2-15, or 2-20 License within 60 days
  • Minimum of 6 months prior employment
  • Intermediate knowledge of Excel

Work Rights

Not specified

Tailored Resume

Cover Letter