Commercial Account Executive

Responsibilities

• Serve as a strategic advisor to key clients within the Food & Manufacturing Group
• Manage the entire renewal process, including policy reviews, loss analysis, and program design
• Maintain intimate knowledge of clients' business operations and strategic needs
• Develop and execute marketing strategies and negotiate with underwriters for proposals
• Manage a book of business valued between $1 Million and $1.3 Million in revenue
• Support producers in winning new business and assist in the setup of new accounts
• Build and maintain strong relationships with insurance carriers

Requirements

• Proven experience in the insurance industry or a related field
• Ability to think strategically based on client priorities and marketplace cycles
• Strong written and verbal communication skills
• Experience leading, developing, and delegating to team members and partners
• Proficiency with MS Office products (PowerPoint, Outlook, Word, and Excel)
• Ability to travel up to 40% based on client book of business
• Possession of at least one general insurance designation

Preferred Qualifications

• Experience working within Applied Epic
• Pursuit of formal specialty designations such as ARM, CPCU, or industry-specific credentials

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive medical, dental, and vision plans
• 401(k) and various life/disability insurance options
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-being stipend and professional development support

About the Company

IMA Financial Group is an entrepreneurial, expanding insurance brokerage that operates on a unique employee-ownership model. We are recognized nationally as a leader in our industry, focusing on teamwork and providing the resources necessary for our associates to succeed and grow.