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Account Executive
2 months 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 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 strategic relationships to drive business growth.
- Design and execute individual business plans to meet client objectives and risk management needs.
- Identify and understand client operations, risk, and goals to provide tailored solutions.
- Communicate effectively with underwriters and team members to ensure seamless execution of business plans.
- Lead the marketing effort to promote IMA Financial Group's services and products.
- Manage client accounts receivables and ensure timely payment.
- Adhere to all company systems and procedures, including quality management and control.
- Develop business partnerships with underwriters to drive growth and revenue.
- Assist team members in their career development and provide support to all colleagues.
- Network within the community and centers of influence to identify business opportunities.
- Ability to contribute positively to a team approach atmosphere.
- Strong negotiation and presentation skills.
- Technical knowledge of insurance products and services.
- 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 have the opportunity to work with a dynamic and entrepreneurial company that values its associates. We offer a competitive salary range of $100,000-$125,000 USD, as well as a comprehensive benefits package, including 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.
Why Join IMA?We've built a reputation for putting our associates first. At IMA Financial Group, we provide support systems and resources that enable each of our associates to focus on what they do best. We work in teams, sell in teams, and win and prosper as a team. We are recognized nationally as a leader in our industry, and we are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
