Producer

Responsibilities

• Prospect, qualify, and close new commercial insurance accounts that meet company criteria
• Identify target industries and market segments to build specialized knowledge and networks
• Conduct needs reviews during initial and subsequent qualifying interviews with prospects
• Lead strategy meetings and take full ownership of the final proposal presentation and closing process
• Proactively identify and coordinate cross-selling opportunities with other sales units
• Maintain all required client and prospect information within Salesforce CRM
• Partner with the Account Servicing team to maintain client contacts and ensure account retention

Requirements

• 5+ years of direct business-to-business (B2B) selling experience
• Proven track record of exceeding sales expectations
• Must hold, or obtain within 90 days of hire, Property & Casualty and Life & Health licenses
• Proficiency with MS Office products (PowerPoint, Outlook, Word, and Excel)

Preferred Qualifications

• Experience in Commercial Insurance, specifically in Commercial Property & Casualty and Group Benefits
• Bachelor's degree

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive medical, dental, and vision plans
• 401(k) and various disability insurance coverage
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-being stipend and professional development support

About the Company

IMA Financial Group is an entrepreneurial, expanding insurance brokerage that operates on a unique employee-ownership business model. We provide robust support systems and resources that enable our associates to focus on what they do best, allowing us to serve clients globally while maintaining the agility of an independent company.