Account Executive - P&C

IMA Financial Group•Chicago, IL

About The Position

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 (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 and maintains carrier relationships. Manages a book of business with $900K – $1 Million in revenue. 50% - 60% of book revenue is within the emerging market and 40% - 50% of the book revenue is within the middle market and under mentorship of an Account Executive Level 3 JV at least two or more large/complex accounts under mentorship of an Account Executive Level.

Requirements

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Responsibilities

Maintains overall responsibility of the entire renewal (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 and maintains carrier relationships
Manages a book of business with $900K – $1 Million in revenue
50% - 60% of book revenue is within the emerging market
40% - 50% of the book revenue is within the middle market
Under mentorship of an Account Executive Level 3 JV at least two or more large/complex accounts under mentorship of an Account Executive Level