Senior Account Executive - P&C

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 responsibility for renewals, policy review, loss analysis, program design, data completeness, coverage and premium discrepancies, new business, and new accounts.
• Maintains knowledge of clients’ business operations, strategies, and needs.
• Creates renewal game plans, completes coverage analyses, reviews policies and documents, and facilitates stakeholder and client meetings.
• Crafts marketing strategies, reviews submissions, negotiates with underwriters, and determines proposal content.
• Develops carrier relationships and pursues ongoing education about industry trends, products, and services.
• Manages a book of business exceeding $1.3 million in revenue, including large and complex accounts.
• Supports producers in winning new business.
• Aligns insurance programs with clients’ priorities, risk-management goals, business philosophy, and risk tolerance.
• Builds long-term client partnerships and provides management and coaching for Level 2 Account Executives.

Required Experience and Skills

• At least 10 years of experience in insurance or a related industry.
• Strategic thinking based on client priorities and marketplace cycles.
• Strong written and verbal communication skills.
• Experience leading and developing people.
• Ability to delegate and hold teams and partners accountable.
• Applied Epic experience preferred.
• Microsoft Office experience required, including PowerPoint, Outlook, Word, and Excel.
• Travel required, up to 40% based on the client book of business.
• Ability to understand clients’ businesses and match insurance protection to their risk tolerance and policy terms and conditions.
• Strengthens the IMA brand as a subject matter expert through conferences, white papers, and carrier relationships.
• General insurance designation required.
• Formal specialty designation such as ARM, CPCU, or an industry-specific designation required.

Compensation & Benefits

This role is eligible for an annual performance bonus, stock purchase, medical plans, prescription drugs, dental, vision, family assistance program, FSA, HSA, pre-tax parking plan, 401(k), life and AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, long-term disability, business travel accident, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, well-being stipend, and personal and professional development.

Final offer amounts depend on geographic location, prior relevant experience, and the candidate’s knowledge, skills, and abilities.

Why Join IMA?

IMA provides an entrepreneurial and expanding work environment, lasting relationships, competitive benefits, part ownership, team-based support systems, and resources that enable associates to focus on their strengths. IMA is recognized nationally as a leader in its industry.

This job description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics.