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Business Development Executive
2 months ago
This is a challenging and rewarding opportunity to join IMA Financial Group as an Account Executive. As an Account Executive, you will be responsible for retaining current clients, designing and executing individual business plans, and identifying and understanding client operations, risk, and goals.
Key Responsibilities- Retain current clients and develop strong relationships with them.
- Design and execute individual business plans to meet client needs and goals.
- Identify and understand client operations, risk, and goals, and communicate them effectively to underwriters and team members.
- Help clients make informed decisions about risk treatment options.
- Lead the marketing effort and develop business partnerships with underwriters.
- Responsible for client accounts receivables and adhere to all company systems and procedures.
- Achieve a significant level of expertise and remain current in the industry.
- Accept responsibility for the final product and service to clients.
- Develop business partnerships with underwriters that have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development and be available to help others in their development.
- Network within the community and centers of influence to recognize and maximize business opportunities.
- Understand and adhere to the company's core values philosophy.
- Other projects as assigned by management.
- Ability to contribute positively to a team approach atmosphere.
- Construction experience preferred.
- Strong negotiation skills.
- Presentation and sales skills.
- Strong technical knowledge.
- Ability to utilize approved information technologies effectively.
- State of residency Agent's and Broker's licenses and appropriate non-resident licenses as required.
- College degree or CPCU preferred.
This role is eligible for the following 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.
- Health Club Reimbursement.
- Personal and Professional Development.
