Account Executive - National Real Estate

IMA Financial Group•Quinte West, ON

12d•$111,000 - $190,000•Remote

About The Position

IMA is seeking an Account Executive to join our growing National Real Estate Team! This person 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. This role is eligible for remote work.

Requirements

Experience in insurance or related industry based on the assigned book of business required
Ability to think strategically based on client’s priorities and marketplace cycle
Strong written and verbal communication skills
Ability to delegate and hold team and partners accountable
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
Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)
Attain and maintain professional designation or license – Property & Casualty insurance license, within the first 30-90 days of hire

Nice To Haves

Holds formal specialty designation preferred (ARM, CPCU, Industry specific designation, etc.)

Responsibilities

Support in winning new business and set up of new accounts
Maintain 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 review of the policy and all relevant documents
Prepare for and facilitate meetings with key IMA stakeholders and clients
Craft the 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 on-going education and awareness of industry trends, products, and services
Develop and maintain carrier relationships
Manage a book of business greater than $1.3 million in revenue
50% + book of business 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
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
Work closely with internal ancillary teams to ensure client and company success
Support and demonstrate IMA’s core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates