or apply directly on IMA Financial Group's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 29 days IMA Financial Group's roles stay open a median of 41 days
- Reposted
- No
- Salary listed
- No 1% of IMA Financial Group's roles list one
- Ghost-job risk at IMA Financial Group
- high 39 stale, 4 reposted of 88 open
- Hiring momentum
- 129 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from IMA Financial Group's own greenhouse board since 2026-08-03. Full hiring picture for IMA Financial Group.
About this role
The Client Service Representative for Personal Lines will support advisors in managing a personal lines book of business, ensuring excellent customer service and accurate processing of insurance transactions. Daily tasks include handling client inquiries, processing payments, checking policy accuracy, and assisting with underwriting audits, while maintaining compliance with agency policies and industry standards.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IMA Financial Group as an employer.
What you need
- Florida 4-40 or 2-20 License Required
- High School Diploma/GED Required
- 3 or more years experience in personal lines insurance
- Solid understanding of all lines of Florida Personal insurance
- Ability to build rapport with each customer through active listening
- Experience dealing with multiple insurance carriers
What you get
- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- Prescription Drugs
- Dental
- Vision
Worth weighing
- No salary listed
- Role involves routine tasks and compliance with established policies
- Experience with specific agency management systems may be beneficial but not mandatory
Summarised from IMA Financial Group's posting. Read the full original.
Listed by IMA Financial Group on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at IMA Financial Group
- Senior Account Executive - Complex RiskDallas, TX
- Account Executive (Commercial Lines)Overland Park, KS
- Client AdvisorCharlotte, NC
- Associate Client Manager (Construction)Anaheim, CA; Pasadena, CA
- Account ManagerDenver, CO
- Vendor Payables SpecialistWichita, KS
- AI Enablement AnalystDenver, CO
- Commercial Account Executive (Real Estate)Bellevue, WA; Tacoma, WA