IMA Financial Group, INC Anaheim , CA 92808
Posted 5 days ago
What You'll Do
Responsible for assigned book of business amounting to $800k in revenue
Process renewals and incidental new business, cancellations and policy changes
Responsible for accuracy of your work product and that of others assisting you
Maintain and be responsible for expiration log and renewal list
Market renewal policies, as requested by Producer
Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients
Check policy coverages, changes and amendments for accuracy and relevance
Respond to or refer insured's and underwriter's questions or requests
Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times
Verify commission schedules with carrier and accounting department for each account
Assist Producer and Client in the reconciliation of client accounts, as necessary
Maintain Applied computer system documentation as required by the Employee Benefits Department
Maintain and be responsible for upkeep of client technology tools
Generate client open enrollment materials and conduct open enrollment meetings, as needed
Present marketing results and strategies with decision makers
Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required
Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders
You Should Have:
Must have 5 years of small group EB experience within the insurance industry
Active Life/Health License required
Strong organizational skills
Ability to work independently
Ability to build underwriter and client relationships
Ability to delegate to appropriate parties when necessary
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Some travel required (up to 20% depending on book of business & industry)
Strong communication skills both written and verbal
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
Compensation & Benefits
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, Lifestyle Spending Account, Personal and Professional Development. In addition to our robust benefits package, the hiring range for this position is $60,000-$75,000. While this is the targeted range, 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.
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. We are recognized nationally as a leader in our industry.
IMA Financial Group, INC