p>ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: • Supports and demonstrates IMA's core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals • Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success • Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience • Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team • Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends • Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships • Proactively identifies and coordinates cross selling opportunities with other sales units at IMA • Enters and maintains all required information in Salesforce CRM • In partnership with an Account Servicing team, maintains client contacts to assure account retention.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
• 4 or more years of sales experience preferred • Bachelor's degree preferred • Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing • Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process • Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience • Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred • Good written and verbal communication skills • Must be able to travel to various job sites as required.