Commercial Account Executive (Real Estate)
IMA Financial Group, Inc. · Tacoma, WA · 1 mo ago
Hybrid$900k/yrFull-time
About the role
Supports and demonstrates IMA’s core values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Responsibilities
- 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
- Spends 5-10% of time supporting producers in winning new business
Required Experience and Skills
- 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 & 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
Competencies & Traits
- Professionalism
- Self-Direction
- Manage Client Relationships
- Interpersonal skills
- Problem Solving
Pay
Salary Range: $140,000 USD - $160,000 USD
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