Account Executive
IMA Financial Group, Inc. · Salt Lake City, UT · 1 wk ago
On-siteBusiness Development$900k/yrFull-time
Essential Job Responsibilities
- Supports and demonstrates IMA’s core values
- Maintains 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 accounts
- Supports in winning new business and set up of new accounts
- Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-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 documents
- Prepares for and facilitates meetings with key IMA stakeholders and clients
- Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
- Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develops & maintains carrier relationships
- Manages a book of business with $900k - 2 Million in revenue
- Plays a lead role on three or more large/complex client accounts
Required Experience and Skills
- 7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role
- Expertise in construction, real estate, and health services verticals preferred
- Ability to think strategically based on client’s priorities and marketplace cycle
- Strong communication skills both written and verbal
- Experience leading and developing people
- Ability to delegate and hold team & partners accountable
- Experience working within Applied Epic preferred
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Travel may be required when necessary
- Maintains increased technical knowledge both insurance industry and book of client’s industry
- Holds at least one general insurance designation
Compensation & Benefits
- 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
Why Join IMA?
- We’ve built a reputation for putting our associates first
- 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
- We are recognized nationally as a leader in our industry
Application Information
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