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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 commercial accounts that meet IMA criteria


• Identifies a target industry and/or market segment to focus network building, prospecting, and development of specialized knowledge on coverage situations, industry trends, and developments in commercial insurance impacting target clients


• Conducts needs review during initial and subsequent qualifying interviews with prospects


• Identifies and engages appropriate internal resources for qualified prospects, coordinates resources, and leads strategy meetings to determine the best approach for new account acquisition


• Takes full ownership of executing final proposal presentations, including preparation, coordinating team participation, leading the presentation, 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


• Maintains client contacts in partnership with an Account Servicing team to ensure account retention

You Should Have

Required Experience and Skills include but are not limited to:

• 5+ years of direct B2B selling experience preferred


• Track record of exceeding sales expectations, demonstrated through documentation, recognition, or examples shared during the interview


• Experience in Commercial Insurance preferred but not required, with expertise in Commercial Property & Casualty and Group Benefits


• Bachelor's degree preferred


• Must currently hold or attain within 90 days Property & Casualty, and Life & Health licenses for the relevant state, and fulfill continuing education requirements


• Basic experience with MS Office products; intermediate aptitude preferred

#LI-KM1

The anticipated timeline for this posting is from 4/13/2025 through 5/30/2025.

Salary Range

$50,000 — $125,000 USD

Compensation & Benefits

Being part of IMA offers various benefits including an annual performance bonus, stock purchase options, comprehensive health plans, 401(k), paid time off, and more. Final offers depend on factors such as location, experience, and skills.

Why Join IMA?

We prioritize our associates, offer a unique ownership model, support team-based work, and are recognized as a leader in our industry with numerous awards and honors.

This Job Description is not exhaustive of all duties and responsibilities.

IMA Financial Group, Inc. provides equal employment opportunities to all employees and applicants, complying with all applicable laws.