Account Executive (Commercial Lines)

About the role

This role supports and demonstrates IMA’s core values, with overall responsibility for entire renewals with Producers, including policy review, setting the game plan, loss analysis, program design, data completeness within AMS, and coverage and premium discrepancy issues for all existing accounts. It also supports winning new business and setting up new accounts.

Responsibilities

• 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 and 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
• Spends 5-10% of time supporting producers in winning new business

Requirements

• Experience in insurance or related industry based on the assigned book of business
• 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 and 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

Skills

• Professionalism
• Self-Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

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

Pay

Final offer amounts 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.

This response is AI-generated, for reference only.