Front Desk

IMA Financial Group, Inc.

Experience: 0+ yrs
Location: Sarasota, Florida, United States
Job type: Full-time

Required skills

Microsoft Word
Microsoft Excel
Multi-line phone system

About the role

POSITION SUMMARY:

The successful candidate will have a natural ease in connecting with others while serving as the gatekeeper for the organization. You will also perform a wide range of administrative and office support activities.

JOB DUTIES:

Greet guests cordially and with a warm smile, while attending to their needs with a strong sense of urgency.
Create authentic and caring interactions with clients and team members.
Work collaboratively with a commitment to a workplace of dignity and respect with a willingness to help in all areas of the office. No job should be too small, as every area of the office is important to our success and the success of our team members.
Be receptive to coaching from supervisors and managers, in compliance with the Agency's policies and procedures. We want you to succeed!
Answer calls using a multi-line phone system, forward calls and faxes to appropriate personnel, and take and deliver messages.
Open the lobby area at the beginning of the workday and close it at the end of office hours.
Maintain office and kitchen inventory including ordering of supplies.
Assist with agency tasks/projects as assigned.
Process client payments and support tasks for client files.
Process all types of incoming mail
Maintain electronic and/or paper files in an orderly, up-to-date manner.
Become familiar with and follow Agency guidelines, policies and procedures.
Process the Communication Log

This is not an exhaustive list of all duties and responsibilities. Duties and responsibilities may change and be assigned, based on Agency needs.

SUCCESS FACTORS & QUALIFICATIONS:

The success factors and requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An optimistic and cheerful can-do demeanor.
Punctuality is key.
High school diploma or general education degree (GED); 1 to 3 months related experience and/or training; or equivalent combination of education and experience.
Working knowledge of Microsoft Word & Excel.
Great communication skills.
Organizational & time management skills; completing tasks timely.
Dependable.
Team Player.
Professional demeanor

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands; as well as be required to stand and walk frequently, to speak and hear. The employee is frequently required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER: The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. IMA does not sponsor individuals for employment-based visas for this position.

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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the 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.

*These benefits do not apply to internship roles.

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

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The 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.

About IMA Financial Group, Inc.

Provides commercial insurance brokerage and wealth management services.

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