IMA Financial Group
High Net Worth Personal Lines Producer
IMA Financial Group, Overland Park, Kansas, United States, 66213
What You'll Do
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
Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals
Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
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
You Should Have
REQUIRED EXPERIENCE AND SKILLS
include but are not limited to:
REQUIRED EXPERIENCE AND SKILLS
include but are not limited to:
4 or more years of sales experience preferred
Bachelor's degree preferred
Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
Good written and verbal communication skills
Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
Willingness to come into an IMA office 2-3 x per week
COMPETENCIES & TRAITS:
Business Acumen
Self- Direction
Agility
Professionalism
Relationship building
Time Management
Manage Client Relationships
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:
Annual Performance Bonus, 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 Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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
2020-2023Business 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 TopWork 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 TopWork 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-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.
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
Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals
Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
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
You Should Have
REQUIRED EXPERIENCE AND SKILLS
include but are not limited to:
REQUIRED EXPERIENCE AND SKILLS
include but are not limited to:
4 or more years of sales experience preferred
Bachelor's degree preferred
Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
Good written and verbal communication skills
Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
Willingness to come into an IMA office 2-3 x per week
COMPETENCIES & TRAITS:
Business Acumen
Self- Direction
Agility
Professionalism
Relationship building
Time Management
Manage Client Relationships
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:
Annual Performance Bonus, 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 Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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
2020-2023Business 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 TopWork 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 TopWork 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-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.