Commercial Account Executive Team Lead

IMA Financial Group•Anchorage, AK

1d•Onsite

About The Position

Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team. This role involves supporting and demonstrating IMA’s core values, including a commitment to diversity, equity, and inclusion. The Team Lead will maintain overall responsibility for the entire renewal process for existing accounts, including policy review, game plan setting, loss analysis, program design, and addressing coverage and premium discrepancies. They will also lead other Account Executives, managing up to 5 direct reports, and support new business acquisition and setup. The position requires maintaining intimate knowledge of clients' business operations, strategies, and needs throughout the year, initiating the renewal process with a Game Plan and coverage analysis, and preparing for and facilitating meetings with key stakeholders. The role also involves crafting marketing strategies, reviewing submissions, and negotiating with underwriters to determine proposal content. Continuous learning through ongoing education and awareness of industry trends, products, and services is essential, as is developing and maintaining carrier relationships. The Team Lead will manage a book of business with $1.5 Million - $2.0+ Million in revenue and play a lead role on large/complex client accounts, managing significant "house" business not directly tied to a producer. Approximately 5-10% of time will be spent supporting producers in winning new business.

Requirements

5 or more years of insurance or related industry experience 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 required (up to 40% based on client book of business)
Maintains increased technical knowledge both insurance industry and book of client’s industry
Holds at least one general insurance designation
Pursuing a formal specialty designation (ARM, CPCU, Industry specific designation) preferred
Active growth in client & team management capabilities with mentorship of other Account Executives and Account Managers
Autonomously responsible for all final aspects of assigned book of business
Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle

Nice To Haves

Experience working within Applied Epic preferred
Pursuing a formal specialty designation (ARM, CPCU, Industry specific designation) preferred

Responsibilities

Supports and demonstrates IMA’s core values
Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, coverage & premium discrepancy issues, etc.) for all existing accounts
Leads other AEs, managing up to 5 Direct Reports
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 $1.5 Million - $2.0+ Million in revenue
Plays a lead role on large/complex client accounts, managing a significant number of "house" business that is not directly tied to a producer
Spends 5-10% of time supporting producers in winning new business