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Sarasota, FL
Source: IMA Financial Group careers · View original posting
From IMA Financial Group's posting. “We” and “our” refer to the employer.
This position's primary duty is personal lines sales. The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner.
He/she must desire compensation consistent with contribution and be able to work independently in this position.
Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
Help protect new and existing customers by offering agency products to meet their insurance needs.
Round out existing accounts within assigned book of business.
Contribute to marketing campaigns that target new business sales.
Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
Collect detailed risk and underwriting information including loss history.
Maintain insurance expiration log.
Work with underwriters to negotiate sales on behalf of clients.
Develop and maintain professional relationships with carrier representatives.
Prepare coverage comparisons and present and explain proposals to clients.
Maintain up-to-date account information essential for documentation purposes.
Check policies for accuracy.
Process transactions to generate billing invoices and prepare premium finance contracts.
Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
Maintain electronic activity system and documentation to follow up on outstanding items.
Keep informed of industry developments.
This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Customer Service
Oral Communication
Written Communication
Teamwork
Diversity
Ethics
Organizational Support
Judgment
Motivation
Planning/Organizing
Professionalism
Quality
Quantity
Adaptability
Attendance
/
Punctuality
Dependability
Initiative
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.
Compensation
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.
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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