What You'll Do
- Participate as a team leader by providing support to all levels in various capacities
- Process renewals, new business, cancellations and policy amendments/changes
- Responsible for marketing and completing proposals/summaries of insurance in an accurate and timely manner
- Provide technical review of renewals, proposals, summaries of insurance, and new business quotes
- Responsible for account rounding
- Check policy coverages, changes and amendments for accuracy and relevance
- Maintain client profiles, policies, activities, and documentation of all correspondence and changes in agency management system
- Adhere to policies and procedures set forth for the department
- Responsible for timely communication and exceptional internal and external client services
- Behavior consistently reflects the best interest of the clients and IMA
- Learn, demonstrate and proactively use corporate language and models
- Develop and maintain excellent relationships with our partners, carriers and vendors
- Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required
- Stay current with new products and systems
- Pursue a program for personal and professional development, including appropriate designations, attending educational classes in your specific field and those offered by IMA in communication, leadership, corporate language and other classes as recommended by leaders
You Should Have
- College degree preferred. 5-7 years related experience and/or training; or equivalent combination of education and experience
- Demonstrated ability to handle large, complex accounts
- Subject matter expert of middle and HNW markets
- Demonstrated ability to manage and delegate, negotiate with carriers, and direct 0client decisions
- Leads by example by demonstrating professional behavior
- Strategic and consultative approach
- In-depth knowledge of risk management industry
- Ability to work onsite in Pasadena, CA at least 3 days per week
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
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
- 2020-2023 Business 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 Top Work 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 Top Work 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-large category
- 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.
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Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
See what it feels like to be supported by IMA on your career journey.