Note: The job is a remote job and is open to candidates in USA. IMA Financial Group, Inc. is seeking an Account Executive to join their growing National Real Estate Team. This role is responsible for overseeing the renewal policy review process, developing marketing strategies, and managing client relationships to ensure successful outcomes.
Responsibilities
- Support in winning new business and set up of new accounts
- Maintain 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
- Prepare for and facilitate meetings with key IMA stakeholders and clients
- Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
- Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develop and maintain carrier relationships
- Manage a book of business greater than $1.3 million in revenue + 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels + 10% + of time is spent supporting producers in winning new business
- Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy
- Structure a strong, long-term partnership with assigned clients
- Offer client and internal team management and coaching as appropriate
- Work closely with internal ancillary teams to ensure client and company success
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Skills
- Experience in insurance or related industry based on the assigned book of business required
- Ability to think strategically based on client's priorities and marketplace cycle
- Strong written and verbal communication skills
- Ability to delegate and hold team and partners accountable
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Travel up 20-25% of the time, depending on the location of the role
- 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.)
- Attain and maintain professional designation or license – Property & Casualty insurance license, within the first 30-90 days of hire
- Experience working within Applied Epic
- Holds formal specialty designation preferred (ARM, CPCU, Industry specific designation, etc.)
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
Company Overview