Account Executive

Responsibilities

• Manage the entire renewal process for existing accounts, including policy review, loss analysis, and program design
• Support winning new business and managing the setup of new client accounts
• Maintain intimate knowledge of clients' business operations, strategies, and needs
• Develop and maintain strong relationships with insurance carriers
• Craft marketing strategies, review submissions, and negotiate with underwriters
• Manage a book of business ranging from $900k to $2 million in revenue
• Play a lead role on three or more large or complex client accounts
• Facilitate meetings with key stakeholders and clients

Requirements

• 7+ years of experience within the insurance industry
• At least 2 years of experience in an Account Executive or equivalent role
• Proficiency with MS Office products (PowerPoint, Outlook, Word, and Excel)
• Ability to lead and develop people while delegating effectively
• Strong written and verbal communication skills
• Possession of at least one general insurance designation

Preferred Qualifications

• Expertise in construction, real estate, or health services verticals
• Experience working within Applied Epic

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive Medical, Dental, and Vision plans
• 401(k) and various disability insurance coverage
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-Being Stipend and Personal/Professional Development support
• Flexible Work Options

About the Company

IMA Financial Group is an entrepreneurial, expanding insurance brokerage that operates on a unique ownership business model. We are recognized nationally as a leader in our industry, consistently appearing on "Best Places to Work" lists across the country. We focus on teamwork and providing the resources necessary for our associates to succeed and grow.