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Account Executive
2 months ago
As an Account Executive at IMA Financial Group, you will play a critical role in driving business growth and client satisfaction. Your primary responsibility will be to retain existing clients and develop new business opportunities through strategic planning and execution.
Key Responsibilities:- Develop and execute individual business plans to drive revenue growth and client satisfaction.
- Build and maintain strong relationships with clients to understand their needs and provide tailored solutions.
- Collaborate with underwriters and team members to identify and capitalize on new business opportunities.
- Stay up-to-date with industry trends and developments to provide expert advice to clients.
- Lead the marketing effort to promote IMA Financial Group's services and products.
- Manage client accounts receivable and ensure timely payment.
- Adhere to company policies and procedures, including quality management and control.
- Continuously develop and improve skills and knowledge to stay ahead in the industry.
- Accept responsibility for delivering high-quality products and services to clients.
- Develop business partnerships with underwriters based on integrity, trust, honesty, and creativity.
- Support team members in their career development and contribute to a positive team culture.
- Network within the community to identify and capitalize on business opportunities.
- Understand and embody the company's core values and philosophy.
- Ability to work collaboratively as part of a team.
- Strong negotiation and presentation skills.
- Technical knowledge and 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.
As an Account Executive at IMA Financial Group, you will be eligible for a comprehensive benefits package, including an 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, and personal and professional development opportunities.
IMA Financial Group is a dynamic and entrepreneurial company that values its associates and provides a unique ownership business model. We work in teams, sell in teams, and win and prosper as a team. We provide support systems and resources to enable each associate to focus on what they do best. As a leader in our industry, we are recognized nationally for our commitment to quality and excellence.
