Account Executive, P&C

About the Role

IMA Financial Group, Inc. is seeking an Account Executive - P&C to join their team.

Key Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion.
• Maintains overall responsibility for the entire renewal process for all existing accounts, including:
• Policy review
• Setting the game plan
• Loss analysis
• Program design
• Data completeness within AMS
• Coverage & premium discrepancy issues
• Supports in winning new business and setup 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).
• Conducts thorough reviews of policies and all relevant documents.
• Prepares for and facilitates meetings with key IMA stakeholders and clients.
• Crafts marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine relevant content for 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 with $900K – $1 Million in revenue.
• 50% - 60% of book revenue is within the emerging market.
• 40% - 50% of the book revenue is within the middle market and under mentorship of an Account Executive Level 3.
• JV at least two or more large/complex accounts under mentorship of an Account Executive Level.

Requirements & Tech Stack

• AMS (for data completeness)

Qualifications

• Ability to support and demonstrate IMA’s core values.
• Understanding of the importance of diversity, equity, and inclusion.
• Client relationship management skills.
• Negotiation skills.
• Marketing strategy development.
• Underwriting engagement.
• On-going education and industry trend awareness.