Emerging Commercial Producer

The IMA Financial Group Inc

Houston, TX

JOB DETAILS
SKILLS
Business Skills, Commercial Real Estate, Communication Skills, Contact Management, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Develop and Maintain Customers, Diversity, Documentation, Establish Priorities, Exceeded Sales Goal, Industry/Trade Analysis, Institute of Management Accountants (IMA), Insurance, Licensing, Market Segmentation, Meet Sales Quota, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Organizational Skills, Presentation/Verbal Skills, Sales, Sales Closing Skills, Sales Prospecting, Salesforce.com, Target Marketing, Team Player, Time Management, Willing to Travel, Writing Skills
LOCATION
Houston, TX
POSTED
30+ days ago

What Youll Do

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

You Should Have

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. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions) • Willingness to come into an IMA office 2-3 x per week

COMPETENCIES & TRAITS:

• Business Acumen • Self- Direction • Agility • Professionalism • Relationship building • Time Management • Manage Client Relationships

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We will be accepting applications until 4/13/26

About the Company

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The IMA Financial Group Inc