Client Executive

IMA Financial Group•Harrison, NY

1d•Hybrid

About The Position

This is a standout opportunity for someone who wants to take real ownership of a high-value book of business while stepping into a true client leadership role at IMA Financial Group. As a Personal Lines Client Executive, you won’t just service accounts you will lead strategy. You will manage a $500K–$700K revenue portfolio, drive the full renewal lifecycle, and act as the primary architect behind coverage strategy, market positioning, and client outcomes. From building renewal game plans and analyzing risk to negotiating with carriers and shaping creative program solutions, you will be at the center of every critical decision. This role is ideal for someone who wants to elevate their career beyond day-to-day account work and into a consultative, highly visible position where your expertise directly impacts client success and retention. You will also have the opportunity to support new business wins, strengthen carrier relationships, and continuously sharpen your technical and strategic skill set in a collaborative, high-performing environment. If you’re looking for a role where you can truly own your book, influence outcomes, and grow your career with purpose, this is it.

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 specifically PowerPoint, Outlook, Word, and Excel required

Responsibilities

Manage a book of business with $500k – $700k in revenue
Maintain 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
Support in winning new business and set up of new accounts
Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
Kick-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
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 & maintain carrier relationships
Support and demonstrates IMA’s core values
Value and understands the importance of diversity, equity, and inclusion among all IMA associates