Commercial Lines Leader

IMA Financial Group•Pittsburgh, PA

3d•Onsite

About The Position

Supports and demonstrates IMA’s core values, valuing and understanding the importance of diversity, equity, and inclusion. Cultivates and maintains professional and proactive communication with clients, production staff, and other associates. Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry. Performs functions of the role within an IMA office more than 50% of the time. Collaborates with Industry Practice Leads to support practice strategies. With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers. In conjunction with producers, develops a service plan tailored to client’s needs and coordinates the services of other IMA departments. Prepares and leads internal and client-facing business reviews. Accountable for timely collection of all accounts receivable of own book of business and monitoring that of the department. Communicates with the producer throughout the renewal process and life cycle of the client. Attends education classes, seminars, etc. to expand knowledge and skills, maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. Participates in industry-specific associations and networking events. Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships. Actively supports the department by participating in completion of all duties required to complete a project and service a client. Serves as a leadership champion of organizational initiatives. Communicates with market president regarding department strategies, needs, and performance.

Requirements

Property and Casualty insurance license required for state of business
Strong written, oral and communication skills
Possesses a significant level of trust and diplomacy
Ability to influence those not reporting directly to you

Nice To Haves

At least 10 years of similar or related industry experience preferred
5-10 years of management/leadership experience preferred
Ability to learn and navigate within Agency Management System (EPIC)
Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
Moderate travel required (25-50%)
Bachelor’s degree preferred or equivalent experience

Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates.
Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry
Performs functions of the role within an IMA office more than 50% of the time
Monitors and Coordinates: Training and development of all service team members
Assigns new accounts and transfers of accounts among staff to maintain workable workloads
Ensures quality control standards of the team are continually maintained
Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
Collaborates with Industry Practice Leads to support practice strategies
Develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
Develops a service plan tailored to client’s needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client’s program design based on their business needs and risk tolerance
Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills.
Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
Actively supports the department by participating in completion of all duties required to complete a project and service a client
Serves as a leadership champion of organizational initiatives
Communicates with market president regarding department strategies, needs, and performance