Account Executive (Commercial Lines)
IMA Financial Group
Essential job responsibilities include but are not limited to:Supports and demonstrates IMA’s core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesMaintains overall responsibility of the entire renewal with the Producer (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accountsSupports in winning new business and set up of new accountsMaintains intimate knowledge of clients' business operations, strategies, and needs throughout the yearKicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documentsPrepares for and facilitates meetings with key IMA stakeholders and clientsCrafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposalsPursues mastery of the craft through on-going education and awareness of industry trends, products, and servicesDevelops & maintains carrier relationshipsManages a book of business with $900k - 2 Million in revenuePlays a lead role on three or more large/complex client accountsSpends 5-10% of time supporting producers in winning new businessRequired Experience and Skills include but are not limited to:Experience in insurance or related industry based on the assigned book of businessAbility to think strategically based on client’s priorities and marketplace cycleStrong communication skills both written and verbalExperience leading and developing peopleAbility to delegate and hold team & partners accountableExperience working within Applied Epic preferredExperience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)Travel may be required when necessaryMaintains increased technical knowledge both insurance industry and book of client’s industryHolds at least one general insurance designationCompetencies & Traits:ProfessionalismSelf-DirectionManage Client RelationshipsInterpersonal skillsProblem Solving#LI-JS1Compensation & BenefitsBeing 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 firstWhat 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 teamWe 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 industry2020-2023 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.
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