Senior Account Executive (Commercial Lines)

IMA Financial Group•Dallas, TX

About The Position

This role is responsible for managing a book of business, supporting new business acquisition, and providing leadership and coaching to other team members. The Senior Account Executive will maintain intimate knowledge of clients' business operations, strategies, and needs, and will be instrumental in developing and executing renewal strategies, crafting marketing strategies, and negotiating with underwriters. The position also involves strengthening the IMA brand through subject matter expertise and developing carrier relationships.

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 (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, including diversity, equity, and inclusion.
Maintains overall responsibility of the entire renewal process for existing accounts, including policy review, game plan setting, loss analysis, program design, data completeness, and coverage/premium discrepancy resolution.
Supports in winning new business and setting up 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 and thorough review of the policy and relevant documents.
Prepares for and facilitates meetings with key IMA stakeholders and clients.
Crafts marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine content for proposals.
Pursues mastery of the craft through ongoing 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, with specific revenue distribution across emerging, middle, and large/complex markets.
Plays a lead role with large/complex accounts.
Spends 10% + of time supporting producers in winning new business.
Identifies client priorities and creates a vision for their insurance program aligned with risk management goals.
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 a subject matter expert (speaking at conferences, white papers, carrier relationships, etc.).