Client Executive

Ima Financial Corporation • Harrison, NY

2d

About The Position

Client Executive What You'll Do: 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 review of the policy 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 that is > $1.3 Million in revenue

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 (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 review of the policy 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 that is > $1.3 Million in revenue

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees