What You’ll Do:
- 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 meeting 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
- Conducts needs review during initial and subsequent qualifying interviews with prospects
- Identifies 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
You Should Have::
- 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
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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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: 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 Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. 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.
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 2021-2022 Inc. 5000’s List of Fastest Growing Companies
- 2022 Kansas City Business Journal’s Best Places to Work
- 2021-2022 Los Angeles Business Journal’s Best Places to Work
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Denver Business Journal’s Best Places to Work
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Utah Business Best Companies to Work for in Utah
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
- 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2021 Wichita Business Journal’s Fastest Growing Companies List