Senior Account Executive - Complex Risk

Essential job responsibilities include but are not limited to:

• Consistently exemplifies and champions IMA’s core values in all client, carrier and internal interactions
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Manages a book of business that is $2M+ in revenue
  • 50% + book of business focused on large/complex accounts
  • Cultivates trusted, long-term strategic partnerships with assigned clients
  • Leads and oversees all aspects of the renewal process (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage issues, etc.), ensuring strategic alignment, accuracy and exceptional client outcomes
  • Develops comprehensive marketing strategies, develops quality submissions, and leads negotiations with carrier partners to optimize client outcomes
  • Demonstrates advanced technical expertise and coverage knowledge that inspires confidence among clients, producers, and carrier partners.
  • Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
  • Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
  • Prepares for and leads meetings with key IMA stakeholders and clients
  • Ability to design, coordinate and facilitate placement of large, complex international programs in collaboration with our International team resources
• Supports in winning new business and set up of new accounts. At least 10% + of time is spent supporting producers in winning new business.
• Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
• Collaborates across specialty practices and internal resources to deliver top-of-class services to our complex clients – i.e. Claims, Risk Control, Executive Risk/Cyber, Risk Finance, International, Complex Property, etc.
• Builds and maintains carrier relationships that enhance market access and client outcomes
• Provides mentorship, coaching, and technical guidance to Level 2 Account Executives
• Serves as a resource and mentor for Account Managers and team members, fostering professional growth and service excellence.

Required Experience and Skills include but are not limited to:

• At least 10 years of experience in insurance or related industry based on the assigned book of business
• Demonstrated ability to develop strategic risk management solutions aligned with client objectives and evolving market conditions
• Strong communication skills both written and verbal
• Proven success leading, mentoring, and developing high-performing teams
• Ability to delegate and hold team & partners accountable
• Experience working within Applied Epic preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Travel required (up to 40% based on client book of business)
• 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
• Thorough understanding of loss sensitive casualty programs, captives, international programs and large shared/layered property programs
• Enhances IMA's market presence through thought leadership, industry engagement, carrier partnerships, and subject matter expertise.
• Holds general insurance designation
• Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)

Competencies & Traits:

• Professionalism
• Strategic Thinking
• Influencing and Negotiation
• Risk Management Expertise
• Business Acumen
• Talent Development
• Collaboration and Relationship Building
• Client Advocacy
• Change Agility
• Leadership Without Authority

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.