IMA Financial Group, Inc. ยท 1 hour ago
Personal Lines Advisor
St. Petersburg, FL
Full-time
Onsite
Entry, Mid Level
2+ years expIMA Financial Group, Inc. is a company focused on personal lines insurance sales. The Personal Lines Advisor role involves establishing client relationships, selling personal insurance policies, and contributing to marketing efforts while maintaining high ethical standards and exceptional customer service.
Financial ServicesInsuranceRisk ManagementWealth Management
No H1B
Responsibilities
Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations
Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures
Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings
Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities
Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines
Help protect new and existing customers by offering agency products to meet their insurance needs
Round out existing accounts within assigned book of business
Contribute to marketing campaigns that target new business sales
Survey prospect clients to determine insurance needs, provide quotes and make sales appointments
Collect detailed risk and underwriting information including loss history
Maintain insurance expiration log
Work with underwriters to negotiate sales on behalf of clients
Develop and maintain professional relationships with carrier representatives
Prepare coverage comparisons and present and explain proposals to clients
Maintain up-to-date account information essential for documentation purposes
Check policies for accuracy
Process transactions to generate billing invoices and prepare premium finance contracts
Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable
Maintain electronic activity system and documentation to follow up on outstanding items
Keep informed of industry developments
Qualification
Required
Florida 2-20 License Required
High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
Experience dealing with multiple insurance carriers
Proficient with Microsoft Outlook, Excel, and Word
Strong written & oral communication skills
Organizational & time management skills
Preferred
Knowledge of Applied 'EPIC' Agency Management System
Benefits
Competitive compensation plan
Great benefits including medical, dental, vision, life & disability
Paid Time Off
Paid Holidays
401(k) with employer match
Paid Continuing Education
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Flexible Work Options
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
IMA Financial Group, Inc.
2025-11-04
IMA Financial Group, Inc.
2025-10-02
Company data provided by crunchbase