Role:
Responsible for servicing, marketing and renewing assigned accounts plus accounts receivable management for all accounts in the individual's book of business. This position is responsible for a large volume of assigned business. Sales aptitude and qualities required.
Essential Functions & Responsibilities:
- Develop and maintain proactive communication level with clients, production staff and other associates. This includes handling client and/or insurance company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution.
- Participate in preparation of new and renewal submissions and obtain underwriting information.
- Develop a service plan tailored to client's needs and coordinate the services of other IMA departments (Risk
- Management, Claims, Surety, Benefits, etc).
- Conduct periodic coverage and risk reviews to ensure the adequacy of the client's program design.
- Develop sales of new or additional lines of coverage or services on existing accounts.
- Participate in developing marketing strategy for renewals and new business including cultivating and maintaining good communication with insurance markets.
- Responsible for collection of all account receivable items in accordance with IMA Accounts Receivable Policy.
- Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards.
- Attend education classes, seminars, workshops, etc., in combination with individual study programs to expand knowledge and skills to retain a book of business. This includes maintaining and communicating up‑to‑date knowledge of market conditions, pricing strategies, market/product option etc. to all team members and Producers.
- Actively support the department by participating in the completion of all duties required to complete a project and service an account.
Performance Measurements:
- Complete all duties in accordance with IMA workflow standards.
- Treat clients, company personnel and associates with respect and courtesy.
- Attain professional designation in insurance programs such as AU, CPCU, ARM, etc.
- Travel as required.
Knowledge, Skills and Abilities:
- Five years to ten years of similar or related experience.
- Equivalent to a college degree.
- The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
- Bachelor's Degree and/or over 5 years of commercial insurance sales, management, training experience required.
- Excellent written and oral communication skills required.
- Mathematical abilities and reasoning skills necessary.
- Ability to interpret insurance documents is required.
- Property and casualty license required for state of business.
- Must fulfill continuing education requirements to retain license.
#LI-JS1
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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