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Job Locations US-CO-Denver | US-KS-Overland Park
- 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. - Prospect and qualify new accounts which meet the IMA Select criteria. - Identify target audience and build a pipeline of prospects and centers of influence which meet that criteria. - Gather and organize appropriate information required to prepare marketing submission to insurance carriers. - Enter key information into and update the Agency CRM throughout the sales process. - Using a consultative sales approach, lead and conduct proposals for successful small, mid-size and emerging businesses. - Develop referral source partners through networking, business professional service providers, community involvement, etc. - Become a visible leader in an industry and actively participate in industry associations, organizations, boards and charities as appropriate. - Responsible for the overall growth of your book of business through new and existing client relationships. - Develops and maintains an effective network within the industry and business community. - Develop an annual business plan to meet the established premium and revenue goals as established with your market leader. - Develop yourself as a trusted advisor to educate and advise clients and prospects. - Identify and coordinate cross selling opportunities within IMA. - Conduct yourself in a professional manner that represents IMA and IMA Select in the community.
Job ID
2023-3972
Posted Date
1/2/2024
Job Locations US-CO-Denver
Account Executives at IMA are key strategic leaders of our P&C service teams, partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team based out of our Denver office (also open to remote). Responsibilities may 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 - Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts - Supports in winning new business and set up of new accounts - Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents - Prepares for and facilitates meetings with key IMA stakeholders and clients - Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals - Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services - Develops and maintains carrier relationships - Manages a book of business that is > $1.5 Million in revenue - <10% of book of business revenue is within the Emerging market - < 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight - 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels - 10% + of time is spent supporting producers in winning new business - Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy - Structures a strong, long-term partnership with assigned clients - Offers client team management/coaching for Level 2 Account Executives - Offers internal team management/coaching for Level 2 Account Executives #LI-JS1
Job ID
2023-3915
Posted Date
11/14/2023
Job Locations US-NY-Harrison | US-NY-New York
The business development consultant will be a key contributor to the growth of our employee benefit practice. This associate will serve as the liasion between our sales and service team creating a seamless transition, and act as a subject matter expert resource. Responsibilities may include but are not limited to: - Manages all aspects of the sales cycle, including creating a strong relationship with potential clients, developing an effective sales strategy, closing deals, and handling post-sale service issues - Conduct research to identify new markets and customer needs - Attends business meetings with prospective clients - Promote IMA’s products/services addressing or predicting clients’ objectives - Keep records of sales, revenue, invoices etc. (SalesForce) - Provide trustworthy feedback and after-sales support - Conduct high-level industry research to develop effective sales solutions - Promote the company’s products or services to prospective clients  - Provide continuous, constructive feedback to Producers - Interact with clients and respond to inquiries about IMA’s products or service - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  
Job ID
2023-3901
Posted Date
1/17/2024
Job Locations US-NY-Harrison | US-NY-New York
  - Interacts professionally and timely with clients via email, phone, and in-person - Performs functions of the role within an IMA office 60% of the time - Maintains a proactive approach, focusing on claim resolutions and strategies; advocates for the timely resolution of claim matters - Communicates pertinent claim information on a timely basis to internal and external clients - Develops strong working knowledge of Applied Epic and Carrier Interface Systems - Develops external relationships with internal and external clients - Assists on Claims Projects, coordinates claim reviews, reports, loss runs, or other tasks as assigned - Demonstrates technical insurance knowledge - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Job ID
2023-3831
Posted Date
10/16/2023
Job Locations US-NY-Harrison | US-NY-New York
- Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant - Effectively work within EPIC, our agency management system - Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews - Maintain working relationship with claims to coordinate and review claims and analyze trends - Follow department quality and work product guidelines - Responsible for daily coordination of the work assignments within the support team - Act as the liaison with Accounting and the Client on invoicing and payment issues
Job ID
2023-3808
Posted Date
2/6/2024
Job Locations US-TX-Dallas
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.   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 and qualifies new accounts which meet the IMA Select criteria  - Identifies target audience and builds a pipeline of prospects and centers of influence meetingthat criteria  - Gathers and organizesappropriate informationrequired to prepare marketing submissions to insurance carriers  - Enters key information into and updates the Agency CRM throughout the sales process  - Using a consultative sales approach, leads and conducts proposals for successful individuals and families  - Develops centers of influence and leads source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.  - Responsibility for the overall growth of individual book of business through new and existing client relationships  - Develops an annual business plan to meet the established premium and revenue goals as established with market leader  - Developsinto a trusted advisor to educate and advise clients and prospects  - Identifies and coordinates cross selling opportunities within IMA  - Maintains professional conduct and manner that represents IMA and IMA Select in the community  -    
Job ID
2023-3622