Account Executive (Commercial Lines)

IMA Financial Group•Dallas, TX

About The Position

This role is responsible for managing a book of business with $900k - 2 Million in revenue, playing a lead role on three or more large/complex client accounts. The Account Executive will support producers in winning new business, spending 5-10% of their time on these activities. The position requires maintaining intimate knowledge of clients' business operations, strategies, and needs throughout the year, and leading the client renewal process. This includes creating the Game Plan, completing coverage analysis, and conducting thorough reviews of policies and relevant documents. The role also involves preparing for and facilitating meetings with key stakeholders and clients, crafting marketing strategies, reviewing submissions, and negotiating with underwriters. Continuous learning and awareness of industry trends, products, and services are essential, as is developing and maintaining carrier relationships.

Requirements

Experience in insurance or related industry based on the assigned book of business
Ability to think strategically based on client’s priorities and marketplace cycle
Strong communication skills both written and verbal
Experience leading and developing people
Ability to delegate and hold team & partners accountable
Experience working within Applied Epic preferred
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Travel may be required when necessary
Maintains increased technical knowledge both insurance industry and book of client’s industry
Holds at least one general insurance designation
Professionalism
Self-Direction
Manage Client Relationships
Interpersonal skills
Problem Solving

Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Maintains overall responsibility of the entire renewal with the Producer (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
Supports in winning new business and set up of new accounts
Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents
Prepares for and facilitates meetings with key IMA stakeholders and clients
Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
Develops & maintains carrier relationships
Manages a book of business with $900k - 2 Million in revenue
Plays a lead role on three or more large/complex client accounts
Spends 5-10% of time supporting producers in winning new business