Account Executive

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
• Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry
• Performs functions of the role within an IMA office more than 50% of the time

Monitors and Coordinates:

• Training and development of all service team members
• Assigns new accounts and transfers of accounts among staff to maintain workable workloads
• Ensures quality control standards of the team are continually maintained
• Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
• Collaborates with Industry Practice Leads to support practice strategies
• With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
• In conjunction with producers, develops a service plan tailored to client’s needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
• Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client’s program design based on their business needs and risk tolerance
• Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
• Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
• Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
• Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
• Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
• Actively supports the department by participating in completion of all duties required to complete a project and service a client
• Serves as a leadership champion of organizational initiatives
• Communicates with market president regarding department strategies, needs, and performance

Required Experience and Skills include but are not limited to:

• At least 10 years of similar or related industry experience preferred
• 5-10 years of management/leadership experience preferred
• Ability to learn and navigate within Agency Management System (EPIC)
• Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
• Attains and maintains professional designation - i.e., ARM, CPCU, CIC, etc.
• Property and Casualty insurance license required for state of business
• Moderate travel required (25-50%)
• Bachelor’s degree preferred or equivalent experience
• Strong written, oral and communication skills
• Possesses a significant level of trust and diplomacy
• Ability to influence those not reporting directly to you

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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, Well-Being Stipend, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. 

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

•    Business Insurance Magazine - Best Places to Work in Insurance 
•    US Insurance Awards - Community Outreach Project of the Year
•    U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
•    Inc. Magazine Best Workplaces 
•    Inc. 5000 - List of Fastest Growing Companies  
•    Alaska Journal of Commerce - Best Workplaces in Alaska 
•    Charlotte Business Journal - Best Places to Work  
•    Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
•    Connecticut Top Workplaces  
•    Dallas Business Journal - Best Places to Work 
•    Denver Business Journal - Best Places to Work
•    Denver Business Journal - Fast 50
•    Kansas City Business Journal - Best Places to Work 
•    Los Angeles Business Journal - Best Places to Work 
•    Puget Sound Business Journal - Washington’s Best Workplaces 
•    Tampa Bay Times - Best Workplaces
•    The Salt Lake City Tribune Top Workplaces 
•    Utah Business - Best Places to Work
•    Wichita Business Journal - Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.