Lead Client Executive (Commercial Lines)

Team Leadership and Management

• Lead and manage a diverse team of service professionals, ranging from entry-level to senior client managers.
• Set clear goals, expectations, and performance standards for team members.
• Provide regular feedback, mentorship, and professional development opportunities.

Client Management

• Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience.
• Oversee all aspects of the renewal process, including strategy development, service delivery, and client engagement.
• Collaborate with producers to align client objectives with organizational capabilities and ensure seamless communication.
• Work with internal teams and external partners to address client needs and drive successful outcomes.

Mentorship and Career Development

• Act as a mentor to team members, guiding them in their roles and supporting their professional growth.
• Aid in hiring efforts, onboarding new team members, and creating career pathing opportunities.

Operational Oversight

• Ensure all team members fulfill their responsibilities efficiently and effectively.
• Develop and implement processes to improve team workflows and deliverables.
• Collaborate with sales staff to align service delivery with client and organizational needs.

Team Building and Collaboration

• Foster a sense of community and collaboration within the team.
• Promote alignment and integration between the team and the broader Property & Casualty (P&C) department.
• Help with change management procedures to confirm alignment between team and broader company change initiatives.

Strategic Contributions

• Support leadership in cultivating a high-performance team culture.
• Provide insights and recommendations to enhance team operations, client satisfaction, and overall efficiency.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.

Supervisory Responsibilities

• Includes time and attendance, performance management, effective communication, and employee relations.
• Knowledge of current FLSA standards for wage and hour, as well as compliance with state and federal employment laws, is critical.

Competencies

• Strong organizational, planning and communication skills.
• Positive collaboration with colleagues, business partners and clients/prospective clients.
• Willingness and ability to pitch in, even without explicitly being asked.
• Ability to understand and communicate the bigger picture while still being extremely detailed oriented.
• Proficient and proper email etiquette.
• Strong technological skills w/ Microsoft Word, Outlook, Excel, PowerPoint, Teams & Salesforce.
• Excellent oral and written communication skills.
• Possesses time management and problem-solving skills.
• Ability to build and grow professional relationships with clients.

Job Specifications

• BA or BS preferred and/or 10 years equivalent insurance experience.
• Leadership experience preferred.
• Active Insurance License.

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.
• As an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
• We are recognized nationally as a leader in our industry.

Company Culture

• Change makers. Employee owners.
• We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.