Account Executive (Commercial Lines)

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Maintains overall responsibility for the entire renewal process with the Producer, including 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 setting up 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, completing a coverage analysis (if applicable), and conducting thorough reviews of policies and relevant documents.
• Prepares for and facilitates meetings with key IMA stakeholders and clients.
• Crafts marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine relevant content for proposals.
• Pursues mastery of the craft through ongoing 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 a 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 & partners accountable.
• Experience working within Applied Epic preferred.
• Proficiency with MS Office products (specifically PowerPoint, Outlook, Word, and Excel).
• Travel may be required when necessary.
• Maintains increased technical knowledge of both the insurance industry and the client’s industry.
• Holds at least one general insurance designation.

Skills

• Professionalism
• Self-Direction
• Client Relationship Management
• Interpersonal skills
• Problem Solving

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs coverage
• Dental and Vision
• Family Assistance Program
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k) retirement plan
• Life/AD&D Insurance
• Accident, Critical Illness, and Hospital Indemnity Insurance
• Long Term Care and Short-term/Long-term Disability Insurance
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

About the Company

IMA is an entrepreneurial, expanding company where associates develop lasting relationships, earn competitive benefits, and claim part ownership. We work in teams, provide robust support systems, and enable associates to focus on their strengths. As an independent company based in the Midwest, we’re large enough to write business globally yet small enough to implement ideas quickly.

IMA has been nationally recognized as a leader in the industry, receiving accolades such as:

• 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