Business Development Manager

6 days ago

Houston, Texas, United States IMA Financial Group Full time
Account Executive Job Description

IMA Financial Group is seeking a highly skilled Account Executive to join our National Real Estate Team. This role is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts.

Key Responsibilities:
  • Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
  • Kick-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting a thorough review of the policy and all relevant documents
  • Craft marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
  • Pursue mastery of the craft through ongoing education and awareness of industry trends, products, and services
  • Manage a book of business greater than $1.5 million, focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels
  • 10%+ of time is spent supporting producers in winning new business
Requirements:
  • Identify with client's priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client's business philosophy
  • Structure a strong, long-term partnership with assigned clients
  • Offer client and internal team management and coaching as appropriate
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates
  • Experience working within Applied Epic preferred
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
  • Travel up 20-25% of the time, depending on the location of the role
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

We provide support systems and resources that enable each of our associates to focus on what they do best. Business Insurance Magazine Best Places to Work in Insurance Magazine's Best Workplaces Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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