Executive Risk Account Executive (Transactional Liability)

IMA Financial Group Open · verified Sep 14, 2026

Chicago Mid-level Account Executive

Mid-level Account Executive role at IMA Financial Group. Chicago · $100,000–$200,000 base.

SalaryStated by IMA Financial Group

$100,000 – $200,000

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

You'll manage new and renewal retail ERS placements, from client needs assessment through proposals and carrier placement
You'll own complex, often multiline accounts and handle coverage negotiations, client presentations, and claims advocacy
You'll mentor ERS associates, internal teams, and clients through technical training
You'll follow EPIC, Agency Management, and IMA workflows while joining P&C meetings and business reviews

What you bring

Bring at least seven years in Executive Risk across brokering, underwriting, claims, legal, or risk management
Show strong Management Liability expertise across D&O, EPL, Fiduciary, Miscellaneous E&O, Crime, and K&R
Explain financial statements and entity structures in terms of their underwriting impact
Communicate complex topics confidently with clients, including difficult messages
Hold a Property & Casualty license and a bachelor’s degree; Microsoft Office proficiency is required

Who this fits

This role suits an experienced Executive Risk professional who can independently manage complex accounts, advise clients, and support technical development for others. It is based in Chicago and requires minimal travel. Executive Risk or Management Liability designations are preferred, while an advanced related degree is viewed favorably.

From the employer

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Independent responsibility for all IMA retail ERS engagement for both new and renewal placements, including but not limited to:
RFP participation
assessment of client needs and exposures
marketing and placement
preparation of proposals
adherence to ERS/IMA retail workflows
carrier relationships
best in class coverage negotiation
regular client presentations, to both internal and external clients
claims advocacy
Primary ownership of and responsibility for assigned accounts (most of which will be complex or multi-line)
Takes an active role in mentoring & technical training of other ERS associates, internal staff, and clients
Claims advocacy as needed on complex claims
Proficiency with IMA Agency Management systems and organizational workflows
Understands the components of a financial statement and its underwriting implications
Understands entity organizational charts and its underwriting implications
Proficiency with EPIC/Agency Management workflow as well as other IMA organizational workflows and processes
Displays significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Miscellaneous E&O, Crime and K&R)
Participates in the P&C workflow, including pre-renewal meetings, business reviews and various other client focused meetings
Minimal travel required

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

7+ years of experience in Executive Risk within the brokering, underwriting, claims, legal, or risk management industry required
Proficiency with most Microsoft Office products
Expert client facing skills (ability to build confidence, articulate complex concepts, and deliver challenging messages)
Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations)
Property & Casualty License required
Bachelor’s degree required; advanced degree in a relatable field viewed favorably

Salary Range$100,000—$200,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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 (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.