IMA Financial Group, Inc. · 2 weeks ago
Producer, Mountain Region
Denver, CO
Full-time
Onsite
Senior Level
$50K/yr - $125K/yr
5+ years expIMA Financial Group, Inc. is an expanding company recognized nationally as a leader in the insurance industry. They are seeking a Producer for the Mountain Region who will be responsible for prospecting and closing new commercial accounts, managing client relationships, and coordinating internal resources to ensure successful account acquisition and retention.
Financial ServicesInsuranceRisk ManagementWealth Management
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
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
In partnership with an Account Servicing team, maintains client contacts to assure account retention
Qualification
Required
Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
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
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
Preferred
5+ years of direct business to business selling highly preferred
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
Intermediate aptitude with MS Office products, specifically PowerPoint, Outlook, Word, and Excel preferred
Benefits
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
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase