IMA Financial Group-posted 3 months ago
$120,000 - $150,000/Yr
Full-time
Bellevue, WA
5,001-10,000 employees
Insurance Carriers and Related Activities

Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Real Estate Practice Group is currently seeking a passionate insurance professional to join our Washington P&C team.

  • 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 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
  • Prepares for and facilitates meetings with key IMA stakeholders and clients
  • Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters
  • 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 Million - $1.3 Million in revenue
  • Plays a lead role on three or more large/complex client accounts
  • Spends 5-10% of time supporting producers in winning new business
  • 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 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
  • Active growth in client & team management capabilities with mentorship from Level 3 Account Executive
  • Organized, goal oriented, results achiever with strong negotiation capabilities
  • Pursuing formal specialty designation (ARM, CPCU, Industry specific designation) preferred
  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Health Club Reimbursement
  • Personal and Professional Development
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