Producer
Essential job responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Prospects, qualifies, and closes new commercial accounts which meet IMA criteria
Identifies a target industry and/or market segment to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations, industry trends, and upcoming developments in commercial insurance impacting target clients
Counsels and engages as appropriate internal resources for prospects qualified through needs review, coordinates resources, and leads strategy meetings to determine the best approach for new account acquisition
Takes full ownership of the execution of the final proposal presentation, including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort, and closing the sale
Proactively identifies and coordinates cross-selling opportunities with other sales units at IMA
Enters and maintains all required information in Salesforce CRM
In partnership with an Account Servicing team, maintains client contacts to assure account retention
Required Experience and Skills
5+ years of direct business to business selling
Highly preferred track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance preferred but not required, with preference given to expertise in both Commercial Property & Casualty and Group Benefits experience
Bachelor’s degree preferred
Must either currently hold, or within 90 days of hire attain, Property & Casualty, and Life & Health licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
Pay & Benefits
Salary Range: $75,000 USD - $150,000 USD
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.
About the Role
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.