Senior Account Executive (Commercial Lines)

IMA Financial Group•Dallas, TX

7d•Onsite

About The Position

This role is responsible for managing a book of business with over $1.3 million in revenue, focusing on large/complex accounts. The Senior Account Executive will play a lead role in these accounts, identifying client priorities, creating insurance program visions aligned with risk management goals, and structuring strong, long-term partnerships. The position also involves offering client team management and coaching to Level 2 Account Executives and supporting producers in winning new business. The role requires maintaining intimate knowledge of clients' business operations and needs throughout the year, initiating the renewal process, and developing strong carrier relationships. Additionally, the Senior Account Executive is expected to pursue mastery of their craft through ongoing education and awareness of industry trends, products, and services, and to strengthen the IMA brand as a subject matter expert.

Requirements

At least 10 years of 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 with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Travel required (up to 40% based on client book of business)
Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
Holds general insurance designation
Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)

Nice To Haves

Experience working within Applied Epic preferred

Responsibilities

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 (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) 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 (if applicable) and conducting thorough review of the policy 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 and maintains carrier relationships
Manages a book of business that is > $1.3 Million in revenue
Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
Structures a strong, long-term partnership with assigned clients
Offers client team management/coaching for Level 2 Account Executives
Offers internal team management/coaching for Level 2 Account Executives
Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)