Executive Risk Account Executive

IMA Financial Group•Dallas, NY

8d•Hybrid

About The Position

This role involves independent responsibility for all IMA retail Executive Risk Services (ERS) engagement for both new and renewal placements. This includes RFP participation, assessment of client needs and exposures, marketing and placement, preparation of proposals, adherence to ERS/IMA retail workflows, carrier relationships, coverage negotiation, and regular client presentations. The position also involves claims advocacy, primary ownership of assigned accounts (often complex or multi-line), and mentoring/technical training of other ERS associates, internal staff, and clients. A strong understanding of financial statements and entity organizational charts is required, as is proficiency with IMA Agency Management systems and EPIC/Agency Management workflows. The role requires significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Miscellaneous E&O, Crime and K&R) and participation in the Property & Casualty workflow, including pre-renewal meetings and business reviews. Minimal travel is required.

Requirements

7+ years of experience in Executive Risk within the brokering, underwriting, claims, legal, or risk management industry required.
Proficiency with most Microsoft Office products.
Expert client facing skills (ability to build confidence, articulate complex concepts, and deliver challenging messages).
Property & Casualty License required.
Bachelor’s degree required.

Nice To Haves

Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations).
Advanced degree in a relatable field viewed favorably.

Responsibilities

Independent responsibility for all IMA retail ERS engagement for both new and renewal placements.
RFP participation, assessment of client needs and exposures, marketing and placement, preparation of proposals.
Adherence to ERS/IMA retail workflows, carrier relationships, best in class coverage negotiation.
Regular client presentations, to both internal and external clients.
Claims advocacy.
Primary ownership of and responsibility for assigned accounts (most of which will be complex or multi-line).
Takes an active role in mentoring & technical training of other ERS associates, internal staff, and clients.
Proficiency with IMA Agency Management systems and organizational workflows.
Understands the components of a financial statement and its underwriting implications.
Understands entity organizational charts and its underwriting implications.
Proficiency with EPIC/Agency Management workflow as well as other IMA organizational workflows and processes.
Displays significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Miscellaneous E&O, Crime and K&R).
Participates in the P&C workflow, including pre-renewal meetings, business reviews and various other client focused meetings.