Account Manager
1 day ago
We are seeking a highly skilled and experienced Account Executive to join our team at IMA Financial Group. As an Account Executive, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.
Key Responsibilities:- Retain and grow existing client relationships through exceptional customer service and strategic account planning.
- Develop and execute individual business plans to achieve sales targets and revenue growth.
- Conduct thorough needs assessments to understand client operations, risk, and goals, and communicate effectively with underwriters and team members.
- Provide expert advice and guidance to clients on risk management and treatment options.
- Lead marketing efforts to promote our services and products to clients and prospects.
- Manage client accounts receivable and ensure timely payment.
- Adhere to all company systems and procedures, including quality management and control.
- Stay up-to-date with industry trends and developments to maintain expertise and provide value-added services to clients.
- Accept responsibility for delivering high-quality products and services to clients.
- Develop business partnerships with underwriters based on integrity, trust, and creativity.
- Support team members in their career development and contribute to a positive team culture.
- Network within the community and centers of influence to identify business opportunities.
- Understand and embody our company's core values and philosophy.
- Ability to work collaboratively as part of a team.
- Strong negotiation and sales skills.
- Effective presentation and communication skills.
- Technical knowledge and ability to utilize approved information technologies.
- State of residency Agent's and Broker's licenses and 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.
We are an equal employment opportunity employer and welcome applications from diverse candidates.
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