Producer at IMA Financial Group, Inc.

Honolulu, HIFull-timeCommercial LinesPosted 4 months ago

About the Role

What You'll Do Essential job responsibilities include but are not limited to:<span style="margin: 0px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: windowtext;" data-ccp-props="{"201341983":2,"335551550":1,"335551620":1,"335559740":260}">  <ul> <li><span style="margin: 0px; padding: 0px;" data-ccp-parastyle="1st Level Bullet" data-ccp-parastyle-defn="{"ObjectId":"f8f34321-e64b-4a07-a328-3bc01c4f0307|2","ClassId":1073872969,"Properties":[469775450,"1st Level Bullet",201340122,"2",134234082,"true",134233614,"true",469778129,"1stLevelBullet",335572020,"1",469777841,"Calibri",469777842,"Times New Roman",469777843,"Calibri",469777844,"Calibri",469769226,"Calibri,Times New Roman",335551500,"2171169",335559685,"360",335559991,"360",335559740,"260",201341983,"2",335559738,"120",335559682,"30",335559683,"0",469777929,"1st Level Bullet Char",469778324,"Normal",469778325,"[\"Plain Bullet\",\"PubEntity 1st Level Bullet\"]"]}" data-ccp-parastyle-linked-defn="{"ObjectId":"f8f34321-e64b-4a07-a328-3bc01c4f0307|3","ClassId":1073872969,"Properties":[469775450,"1st Level Bullet Char",201340122,"1",134233614,"true",469778129,"1stLevelBulletChar",335572020,"1",134231262,"true",469777841,"Calibri",469777842,"Times New Roman",469777843,"Calibri",469777844,"Calibri",469769226,"Calibri,Times New Roman",335551500,"4342338",469777929,"1st Level Bullet",469778324,"List Paragraph Char",469778325,"[\"PubEntity 1st Level Bullet Char\"]"]}">Supports and demonstrates IMA’s core values<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Prospects, qualifies, and closes new commercial accounts which meet IMA criteria<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>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<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Conducts needs review during initial and subsequent qualifying interviews with prospects<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>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<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>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<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Proactively identifies and coordinates cross selling opportunities with other sales units at IMA<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Enters and maintains all required information in Salesforce CRM<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>In partnership with an Account Servicing team, maintains client contacts to assure account retention<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> </ul>   You Should Have Required Experience and Skills include but are not limited to:<span style="margin: 0px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: windowtext;" data-ccp-props="{"201341983":2,"335551550":6,"335551620":6,"335559740":260}">  <ul> <li><span style="margin: 0px; padding: 0px;" data-ccp-parastyle="1st Level Bullet" data-ccp-parastyle-defn="{"ObjectId":"f8f34321-e64b-4a07-a328-3bc01c4f0307|2","ClassId":1073872969,"Properties":[469775450,"1st Level Bullet",201340122,"2",134234082,"true",134233614,"true",469778129,"1stLevelBullet",335572020,"1",469777841,"Calibri",469777842,"Times New Roman",469777843,"Calibri",469777844,"Calibri",469769226,"Calibri,Times New Roman",335551500,"2171169",335559685,"360",335559991,"360",335559740,"260",201341983,"2",335559738,"120",335559682,"30",335559683,"0",469777929,"1st Level Bullet Char",469778324,"Normal",469778325,"[\"Plain Bullet\",\"PubEntity 1st Level Bullet\"]"]}" data-ccp-parastyle-linked-defn="{"ObjectId":"f8f34321-e64b-4a07-a328-3bc01c4f0307|3","ClassId":1073872969,"Properties":[469775450,"1st Level Bullet Char",201340122,"1",134233614,"true",469778129,"1stLevelBulletChar",335572020,"1",134231262,"true",469777841,"Calibri",469777842,"Times New Roman",469777843,"Calibri",469777844,"Calibri",469769226,"Calibri,Times New Roman",335551500,"4342338",469777929,"1st Level Bullet",469778324,"List Paragraph Char",469778325,"[\"PubEntity 1st Level Bullet Char\"]"]}">5+ years of direct business to business selling highly preferred<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Experience in Commercial Insurance preferred but not required, with preference given to expertise in both Commercial Property & Casualty and Group Benefits experience<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Bachelor’s degree preferred<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>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<span style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; color: #212121;" data-ccp-props="{"201341983":2,"335559738":120,"335559740":260}"> </li> <li>Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred</li> </ul> <div class="content-pay-transparency"><div class="pay-input"><div class="title">Salary Range</div><div class="pay-range">$75,000—$150,000 USD</div></div></div><div class="content-conclusion">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, Well-Being Stipend, 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.  *These benefits do not apply to internship roles. 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 <ul> <li>2020-2023 Business Insurance Magazine Best Places to Work in Insurance </li> <li>2023 Inc. Magazine’s Best Workplaces </li> <li>2023 Denver Business Journal’s Best Places to Work </li> <li>2022-2023 Connecticut Top Work Places  </li> <li>2021-2023 Inc. 5000’s List of Fastest Growing Companies  </li> <li>2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies </li> <li>2022-2023 Kansas City Business Journal’s Best Places to Work </li> <li>2021-2023 Charlotte Business Journal’s Best Places to Work  </li> <li>2021-2023 Los Angeles Business Journal’s Best Places to Work </li> <li>2021-2023 The Salt Lake City Tribune Top Work Places </li> <li>2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces </li> <li>2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category </li> <li>2021 Dallas Business Journal’s Best Places to Work </li> <li>2021 Alaska Journal of Commerce’s Best Workplaces in Alaska </li> </ul>   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.    </div>

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