Dynamic Personal Lines Sales Consultant

IMA Financial Group, Inc.; Sarasota (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. is seeking a motivated individual for personal lines sales. The candidate will establish relationships through prospecting and networking to grow sales for insurance products, including Auto and Home. They must exhibit strong customer service skills, effective communication abilities, and work well in a team-oriented, fast-paced environment.

The role requires a high school diploma or equivalent experience along with proficiency in Microsoft tools. Competitive benefits are offered including performance bonuses and flexible work options.

Qualifications

• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience.
• Experience dealing with multiple insurance carriers.
• Knowledge of Applied 'EPIC' Agency Management System, preferred.
• Proficient with Microsoft Outlook, Excel, and Word.
• Organizational & time management skills.

Responsibilities

• Establish new client relationships through various channels.
• Develop leads to quote and sell personal insurance policies.
• Contribute to marketing campaigns that target new business sales.
• Maintain professional relationships with carrier representatives.
• Process transactions to generate billing invoices.

Skills

Customer Service

Communication

Organizational Skills

Teamwork

Education

High school diploma or equivalent

2 to 3 years related experience

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Applied 'EPIC' Agency Management System

Job description

IMA Financial Group, Inc. is seeking a motivated individual for personal lines sales. The candidate will establish relationships through prospecting and networking to grow sales for insurance products, including Auto and Home. They must exhibit strong customer service skills, effective communication abilities, and work well in a team-oriented, fast-paced environment.

The role requires a high school diploma or equivalent experience along with proficiency in Microsoft tools. Competitive benefits are offered including performance bonuses and flexible work options.