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IMA Financial Group, Inc. · 1 day ago

Producer

Honolulu, HI

Full-time

Onsite

Mid, Senior Level

$75K/yr - $150K/yr

5+ years exp

IMA Financial Group, Inc. is a growing company that values diversity and inclusion among its associates. The Producer role involves managing commercial accounts, developing industry expertise, and leading proposal presentations to drive sales and client retention.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

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

Commercial InsuranceSales ExperienceProperty & Casualty LicenseLife & Health LicenseSalesforce CRMMS OfficeDiversityInclusionTeam Collaboration

Required

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

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.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees