Senior Account Executive (Diversified)

Essential job 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 of the entire renewal (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 review of the policy 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 that is > $1.3 Million in revenue
< 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight
50% + book of business focused on large/complex accounts.
Plays a lead role with large/complex accounts, based on primary industry levels
10% + of time is spent supporting producers in winning new business
Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
Structures a strong, long-term partnership with assigned clients
Offers client team management/coaching for Level 2 Account Executives
Offers internal team management/coaching for Level 2 Account Executives

Required Experience and Skills

At least 10 years of 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
Experience working within Applied Epic preferred
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Travel required (up to 40% based on client book of business)
Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)
Holds general insurance designation
Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)

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

About the role

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.