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IF
IMA Financial Group
Commercial Lines Leader
Career Insights for Insurance Sales Agent (General)
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Scorecard
Based on Pennsylvania data
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What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$61,565 / year median in Pennsylvania
-4% projected decline
Job Description
Commercial Lines Leader IMA Financial Group
- 3.
Monitors and Coordinates:
Training and development of all service team members Assigns new accounts and transfers of accounts among staff to maintain workable workloads Ensures quality control standards of the team are continually maintained Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources Collaborates with Industry Practice Leads to support practice strategies With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers In conjunction with producers, develops a service plan tailored to client's needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.) Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client's program design based on their business needs and risk tolerance Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships Actively supports the department by participating in completion of all duties required to complete a project and service a client Serves as a leadership champion of organizational initiatives Communicates with market president regarding department strategies, needs, and performance Required Experience and Skills include but are not limited to: At least 10 years of similar or related industry experience preferred 5-10 years of management/leadership experience preferred Ability to learn and navigate within Agency Management System (EPIC) Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint) Attains and maintains professional designation- i.
- Best Places to Work in Insurance US Insurance Awards
- Community Outreach Project of the Year U.S. Chamber of Commerce Citizen Awards
- Best Corporate Steward finalist Inc. Magazine Best Workplaces Inc. 5000
- List of Fastest Growing Companies Alaska Journal of Commerce
- Best Workplaces in Alaska Charlotte Business Journal
- Best Places to Work Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies Connecticut Top Workplaces Dallas Business Journal
- Best Places to Work Denver Business Journal
- Best Places to Work Denver Business Journal
- Fast 50 Kansas City Business Journal
- Best Places to Work Los Angeles Business Journal
- Best Places to Work Puget Sound Business Journal
- Washington's Best Workplaces Tampa Bay Times
- Best Workplaces The Salt Lake City Tribune Top Workplaces Utah Business
- Best Places to Work Wichita Business Journal
- Best Places to Work This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Employee Stock Options (ESOs)