Insurance Associate

2 days ago


Simi Valley, California, United States IMA Financial Group Full time
About the Role

We are seeking a highly motivated and experienced Associate Broker to join our team at IMA Financial Group. As an Associate Broker, you will play a key role in supporting our brokers with their growing book of business, while continually seeking ways to improve your knowledge and expertise.

Key Responsibilities
  • Support and demonstrate IMA's core values, including a commitment to diversity, equity, and inclusion.
  • Prepare initial market submissions and loss summaries, and independently interface with clients and carriers to solve problems and answer questions.
  • Develop and maintain proactive communication with clients, and review and analyze quotes to negotiate the terms of the transaction.
  • Prepare draft proposals, submissions, and quotes, and monitor market changes to perform marketing activities as required by the Broker.
  • Maintain knowledge of insurance coverages, carriers, and their business practices.
Requirements
  • 3-4+ years of similar or related experience.
  • Undergraduate degree in risk management, insurance, or finance, or equivalent combination of education and experience.
  • Applicable state P&C and Surplus license preferred.
  • Habitational experience (property/commercial real estate) is a plus.
  • Strong sales and marketing skills.
  • Experience with MS Office, including strong proficiency with Excel.
What We Offer

As a member of our team, you will have access to a comprehensive benefits package, including an 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, health club reimbursement, and personal and professional development opportunities.

About IMA Financial Group

We are a dynamic and entrepreneurial company that values our associates and provides a supportive environment for growth and development. We are recognized nationally as a leader in our industry, with numerous awards and accolades, including being named one of the Best Places to Work in Insurance by Business Insurance Magazine and one of the Best Workplaces by Inc. Magazine.


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