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Producer

External
imafinancialgroup logoImafinancialgroup · Honolulu, HI
$75K–$150K/yrFull-timeOn-site4mo ago
CRMDocumentationExcelSalesforce
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Responsibilities

  • Essential job responsibilities include but are not limited to:
  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Prospect s , qualif ies , and close s new commercial accounts which meet IMA criteria
  • Identif ies 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 impact ing target clients
  • Conduct s needs review during initial and subsequent qualifying interviews with prospects
  • Identif ies and engage s as appropriate internal resources for prospects qualified through needs review, coordinate s resources, and lead s strategy meetings to determine the best approach for new account acquisition
  • Take s 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 identif ies and coordinate s cross selling opportunities with other sales units at IMA
  • Enter s and maintain s all required information in Salesforce CRM
  • In partnership with an Account Servicing team, maintain s client contact s to assure account retention

Requirements

  • Required Experience and Skill s include but are not limited to:
  • 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 d egree 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
  • Salary Range
  • $75,000 - $150,000 USD
  • Compensation & Benefits
  • *These benefits do not apply to internship roles.
  • 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
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places

Benefits

Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonus

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