The IMA Financial Group, Inc. Sales / Business Development - Commercial Insurance in Overland Park, Kansas
As a Producer, you are responsible for acquiring new commercial insurance accounts, as well as the retention of existing clients. Your responsibilities include, but are not limited to, the following:
Prospect, qualify and close new commercial accounts which meet IMA criteria
Identify 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 that impact your target clients
Conduct needs review during initial and subsequent qualifying interviews with prospects
Identify and engage as appropriate internal resources for prospects qualified through needs review, coordinate resources, and lead strategy meetings to determine the best approach for new account acquisition
Take 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
Proactively identify and coordinate cross selling opportunities with other sales units at IMA
Enter and maintain all required information in Salesforce CRM
In partnership with an Account Servicing team, maintain client contact to assure account retention
5+ years of direct business to business selling highly preferred
Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance preferred but not required, with preference given to expertise in both Commercial Property & Casualty and Group Benefits experience
Bachelor’s Degree preferred
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
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
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.
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 Business Insurance Magazine Best Places to Work in Insurance
2018 Dallas Business Journal Best Places to Work
2016 Best Workplaces for Parents
2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
2014 Dallas Business Journal’s Healthiest Employer Finalist
2011 - 2013 Healthiest Employers in North Texas Award Dallas Business Journal
2014 Kansas City Business Journal’s Healthiest Employer Finalist
2013 Kansas City Business Journal’s Healthiest Employer Honoree
2015 CoBiz Best of Colorado
2014 Colorado Biz Magazine Colorado's "Perk"iest Companies
Advertised Title: Sales / Business Development - Commercial Insurance
Posted Date Formula: 11/9/2020
External Company URL: www.imacorp.com
Street: 51 Corporate Woods, Suite 600