• Producer (Personal Lines - IMA Select)

    Job Locations US-TX-Dallas
    Job ID
    Posted Date
    Private Client Services
  • Why Join IMA?

    IMA Select is the premier provider of customized and innovative insurance solutions for small businesses and individuals. By leveraging our tenured carrier relationships and intellectual capital resources, and as a part of the IMA Financial Group family of companies, we are consistently able to offer coverage and pricing options not commonly found with other brokers or agents. One of our single greatest assets is being a 100-percent employee owned organization. As such, our culture elicits tremendous passion and dedication, is one that entrusts each and every employee with a vested stake in your continued success and overall satisfaction.


    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.

    • 2018 Dallas Business Journal Best Places to Work 
    • 2016 Fortune's Top 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


    What You’ll Do

    IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.


    • Prospect and qualify new personal lines accounts which meet the IMA Select criteria.
    • Gathering and organization appropriate information required to prepare marketing submission to insurance carrier. Assist in marketing effort as needed.
    • Act as quarterback on strategy meeting to help determine plan to acquire new personal lines accounts.
    • Take complete responsibility for final proposal presentation to include preparation of proposal material, coordinating participation of various IMA/RMA team members, leading the actual presentation effort and closing the sale.
    • Conduct needs review during initial and subsequent qualifying interviews.
    • Assist and support the account management system within the production team.
    • Maintain client contact to assure account retention.
    • Coordinate cross selling opportunities with other sales units at IMA.
    • Participate in designated agency activities to assist in committee projects and management function to help improve the production team.
    • After receiving order on new or renewal sales, coordinate through account management system or directly all agency activities for servicing needs of customer.


    You Should Have:

    • Two to five years of similar experience preferred.
    • Bachelor’s Degree preferred.
    • Excellent communication skills for sales presentation and client relationship building.
    • Strong math and analytical skills for proposal preparation.
    • Negotiating skills are vital for this position.
    • Willing to travel as needed.
    • Current Property and Casualty and/or Employee Benefits license is a plus.

    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.  



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