Senior Account Executive - Complex Risk

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Well‑Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. in Dallas is seeking a renewal-focused professional to manage end-to-end renewals for a book of business valued at $900k–$2M. You will lead strategic reviews, develop game plans, and collaborate with producers to win new business as needed.

The role requires strong communication, leadership, and industry knowledge, with responsibilities spanning client strategy, marketing, and market negotiations. Travel may be required for key client meetings.

Qualifications

• Experience in insurance or related industry
• Ability to think strategically based on client priorities
• Strong written and verbal communication skills
• Experience leading and developing people
• Ability to delegate and hold team & partners accountable
• Experience with Applied Epic preferred
• MS Office products required (PowerPoint, Outlook, Word, Excel)
• Travel may be required when necessary
• Maintains updated technical knowledge in insurance and client industries
• Professionalism and self-direction
• Relationship management and interpersonal skills
• Problem solving

Responsibilities

• Maintain overall responsibility of renewals with Producers for existing accounts
• Support in winning new business and setting up new accounts
• Understand clients' operations, strategies, and needs throughout the year
• Kick off renewal with game plan and coverage analysis
• Prepare for and facilitate meetings with stakeholders and clients
• Craft marketing strategies, review submissions, and negotiate with underwriters
• Pursue mastery of industry trends and products
• Manage a book of business with revenue of $900k–$2M
• Lead three or more large/complex client accounts
• Spend 5–10% of time supporting producers in new business

Skills

Strategic thinking

Strong communication

Leadership

Delegate effectively

Client relationships

Problem solving

Diversity & inclusion awareness

Travel when required

Industry & market knowledge

MS Office (PowerPoint, Outlook, Word, 

Education

General insurance designation

Tools

Applied Epic

MS Office

Job description

Essential job responsibilities include but are not limited to:

• 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 with the Producer (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 reviews of the policies 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
• Manages a book of business with $900k - 2 Million in revenue
• Plays a lead role on three or more large/complex client accounts
• Spends 5-10% of time supporting producers in winning new business

Required Experience and Skills include but are not limited to:

• 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 may be required when necessary
• Maintains increased technical knowledge both insurance industry and book of client’s industry
• Holds at least one general insurance designation
• Professionalism
• Self‑Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre‑Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short‑term Disability
• Long‑term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well‑Being Stipend
• Personal and Professional Development

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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Have you ever been employed by IMA in a full-time, part-time, or intern capacity?

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If you are currently employed by an IMA client, please list the name of that client here. If you answered No to the previous question, please write N/A.

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Demographic Information

IMA collects certain employee self-identification information. Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA.

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