Associate Broker/Towerstone Professional

4 weeks ago


Simi Valley, California, United States IMA Financial Group Full time
Job Summary

The Associate Broker/Towerstone Professional plays a vital role in supporting the growth of our business by actively working within a team environment. This role requires a strong commitment to continually improving knowledge and expertise, while adhering to company standards. The ideal candidate will treat clients, company personnel, and associates with respect and courtesy.

Key Responsibilities
  • Supports and Demonstrates IMA's Core Values
  • Values and Understands the Importance of Diversity, Equity, and Inclusion
  • Prepares initial market submissions and loss summaries
  • Independently interfaces with clients and carriers to solve problems and answer questions
  • Develops and maintains proactive communication with clients
  • Reviews and analyzes quotes, and negotiates the terms of the transaction
  • Prepares draft proposals, submissions, and quotes
  • Monitors market changes and performs marketing activities as required by Broker
  • Maintains 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
Benefits

As a valued member of the IMA Financial Group team, you will be eligible for a comprehensive benefits package, including annual performance bonuses, stock purchase opportunities, 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.



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