Strategic Insurance Leader
3 weeks ago
At IMA Financial Group, we're seeking an experienced Account Executive to join our team. As a key strategic leader, you'll partner closely with our clients and carriers to drive business growth and success.
Responsibilities:- Develop and maintain strong relationships with clients and carriers to drive business growth and retention.
- Lead the renewal process for existing accounts, ensuring seamless policy reviews, loss analysis, and program design.
- Support the winning of new business and setup of new accounts, leveraging your expertise to drive growth and revenue.
- Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year.
- Prepare and facilitate meetings with key stakeholders and clients, crafting effective marketing strategies and negotiating with underwriters.
- Pursue ongoing education and awareness of industry trends, products, and services to stay ahead of the curve.
- Develop and maintain carrier relationships, ensuring strong partnerships and growth opportunities.
- Manage a book of business exceeding $1.5 million in revenue, with a focus on large and complex accounts.
- Support producers in winning new business, identifying opportunities and driving growth.
- Identify client priorities and create a vision for their insurance program, aligning with their risk management goals and business philosophy.
- Structure a strong, long-term partnership with assigned clients, offering client team management and coaching for Level 2 Account Executives.
- Experience in insurance or a related industry, with a strong understanding of the assigned book of business.
- Ability to think strategically, based on client priorities and marketplace cycles.
- Strong communication skills, both written and verbal.
- Experience leading and developing people, with a focus on delegation and accountability.
- Ability to work within Applied Epic and MS Office products, with a focus on PowerPoint, Outlook, Word, and Excel.
- Travel required, up to 40% based on client book of business.
- Skilled at understanding client business operations, strategies, and needs, with a focus on risk management and insurance protection.
- Strong IMA brand representation, with a focus on subject matter expertise and community involvement.
- Holds general insurance designation and formal specialty designation (ARM, CPCU, Industry specific designation, etc.).
This job description is not a complete statement of all duties and responsibilities comprising this position.
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