Senior Account Executive - P&C

IMA Financial Group•Chicago, IL

6d•Onsite

About The Position

This role is responsible for managing a book of business, supporting new business acquisition, and contributing to the overall success of the team. The Senior Account Executive will play a lead role with large and complex accounts, focusing on understanding client priorities and developing insurance programs aligned with their risk management goals. The position also involves mentoring junior account executives and strengthening the IMA brand through subject matter expertise.

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 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).
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

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 issues.
Supports in winning new business and setting up new accounts.
Maintains intimate knowledge of clients' business operations, strategies, and needs.
Initiates the client renewal process by creating the Game Plan and completing a coverage analysis and thorough review of policy documents.
Prepares for and facilitates meetings with key IMA stakeholders and clients.
Crafts marketing strategies, reviews submissions, and negotiates with underwriters 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 with specific revenue and market segment targets.
Plays a lead role with large/complex accounts.
Spends 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.