Account Executive - National Real Estate

This role is eligible for remote work.

About the role

This person is responsible for maintaining overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. The role manages a book of business greater than $1.3 million in revenue, with 50%+ focused on large/complex accounts, and plays a lead role with these accounts based on primary industry levels. Approximately 10% of time is spent supporting producers in winning new business.

Responsibilities

• Support in winning new business and set up of new accounts
• Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
• Kick-off the client renewal process by creating the Game Plan, completing a coverage analysis, and conducting thorough review of the policy and all relevant documents
• Prepare for and facilitate meetings with key IMA stakeholders and clients
• Craft marketing strategies, review submissions, and engage in negotiations with underwriters to determine relevant content for proposals
• Pursue mastery of the craft through ongoing education and awareness of industry trends, products, and services
• Develop and maintain carrier relationships
• Identify client priorities and create a vision for their insurance program aligned with their risk management goals
• Understand client’s business philosophy and structure a strong, long-term partnership with assigned clients
• Offer client and internal team management and coaching as appropriate
• Work closely with internal ancillary teams to ensure client and company success
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates
• Strengthen IMA brand as a subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)

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 written and verbal communication skills
• Ability to delegate and hold team and partners accountable
• Experience working within Applied Epic preferred
• Proficiency with MS Office products (PowerPoint, Outlook, Word, and Excel)
• Travel up to 20-25% of the time, depending on the location of the role
• Skilled at understanding the client’s entire business as it relates to insurance protection and risk aversion
• Attain and maintain Property & Casualty insurance license within the first 30-90 days of hire
• Holds formal specialty designation preferred (ARM, CPCU, Industry specific designation, etc.)

Pay

Salary Range: $111,000 USD - $190,000 USD

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• 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

Why Join IMA?

We’ve built a reputation for putting our associates first. As an integral part of an entrepreneurial, expanding company, you can develop lasting relationships, earn competitive benefits, and claim part ownership through our unique ownership business model.

We work in teams, sell in teams, and win as a team. Support systems and resources enable each associate to focus on what they do best. As an independent company based in the Midwest, we’re big enough to write business worldwide and small enough to implement your ideas quickly.

IMA is recognized nationally as a leader in our industry, including:

• 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