Strategic Account Leader

3 weeks ago


Denver, Colorado, United States IMA Financial Group Full time
{"title": "Account Executive", "description": "Key Responsibilities

As a key strategic leader of our P&C service teams, you will partner closely with our clients and carriers to drive business growth and success. Your responsibilities will include:

  • Maintaining overall responsibility of the entire renewal process for all existing accounts
  • Supporting in winning new business and setting up new accounts
  • Maintaining intimate knowledge of clients' business operations, strategies, and needs throughout the year
  • Kicking-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
  • Preparing for and facilitating meetings with key IMA stakeholders and clients
  • Crafting the marketing strategies, reviews submissions, and engaging in negotiations with underwriters to determine the relevant content to include in proposals
  • Pursuing mastery of the craft through on-going education and awareness of industry trends, products, and services
  • Developing and maintaining carrier relationships
  • Managing a book of business that is > $1.5 Million in revenue


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