Account Executive (Commercial Lines)

IMA Financial Group, Inc.; Overland Park (KS); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking a senior renewal manager to oversee the renewal process for a diverse book of business in the Kansas area.

You will collaborate with Producers to review policies, design programs, and drive client value across time with strategic game plans and coverage analyses. You will lead meetings with clients and stakeholders, craft marketing strategies, and negotiate with underwriters to shape proposals.

Qualifications

• 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 (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.

Responsibilities

• Maintains responsibility of renewal with Producer, including policy review, game plan, loss analysis, program design, data completeness, coverage & premium discrepancies.
• Supports in winning new business and setup of new accounts.
• Maintains intimate knowledge of clients’ operations, strategies, and needs.
• Kicks off renewal by creating Game Plan and conducting coverage analyses and policy reviews.
• Prepares for and facilitates meetings with key stakeholders and clients.
• Crafts marketing strategies, reviews submissions, and negotiates with underwriters for proposals content.
• Pursues mastery through ongoing 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.

Skills

Insurance industry experience

Strategic thinking

Communication skills

People leadership

Delegation

Applied Epic

MS Office proficiency

Travel willingness

Industry knowledge

Professionalism

Self-direction

Client relationship management

Interpersonal skills

Problem solving

Education

General insurance designation

Tools

Applied Epic

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

Essential job 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 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

• 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

Employment Benefits

• 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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.