Client Executive

IMA Financial Group, Inc.; Town/Village of Harrison (NY); On-site; USD 115,000 - 155,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Harrison, New York seeks a Personal Lines Client Executive to own a high‑value book and lead client strategy as a trusted advisor.

You will manage a $500k–$700k revenue portfolio, oversee renewals, negotiate with carriers, and collaborate with internal teams to deliver tailored coverage solutions and exceptional client outcomes. This role emphasizes leadership, strategic thinking, and active client engagement.

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 specifically PowerPoint, Outlook, Word, and Excel required.

Responsibilities

• Manage a book of business with $500k–$700k in revenue.
• Maintain overall responsibility of the entire renewal for all existing accounts.
• Support in winning new business and set up of new accounts.
• Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year.
• Kick-off the client renewal process with the Game Plan and coverage analysis.
• Prepare for and facilitate meetings with key IMA stakeholders and clients.
• Craft marketing strategies and engage in negotiations with underwriters for proposals.
• Pursue mastery of the craft through ongoing education and awareness of industry trends.

Skills

Strategic thinking

Strong communication

Leadership / people development

Delegation

Negotiation with carriers

Relationship management

Tools

Applied Epic

PowerPoint

Outlook

Word

Excel

Job description

Make an Impact as a Personal Lines Client Executive

This is a standout opportunity for a high-performing insurance professional who wants to take true ownership of a high-value book of business and step into a strategic client leadership role with IMA Financial Group.

As a Personal Lines Client Executive, you will go beyond day-to-day account management to lead strategy, influence client outcomes, and serve as a trusted advisor. You will manage a $500K–$700K revenue portfolio, oversee the full renewal lifecycle, and play a key role in developing coverage strategies, positioning accounts in the marketplace, and delivering solutions tailored to each client’s unique needs.

You will be at the center of critical client and business decisions from developing renewal strategies and analyzing risk to negotiating with carriers, identifying coverage opportunities, and creating innovative program solutions. You will also contribute to new business opportunities, strengthen carrier relationships, and collaborate closely with internal teams to deliver an exceptional client experience.

This role is ideal for someone ready to elevate their career beyond transactional account work and into a consultative, highly visible position where your expertise, judgment, and relationships directly impact client retention and growth.

If you’re looking for an opportunity to own your book, lead client strategy, influence outcomes, and grow your career with purpose, this could be the next step for you.

What You Will Do:

• Manage a book of business with $500k – $700k in revenue
• Maintain 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
• Support in winning new business and set up of new accounts
• Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
• Kick-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
• Prepare for and facilitate meetings with key IMA stakeholders and clients
• Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
• Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
• Support and demonstrates IMA’s core values
• Value and understands the importance of diversity, equity, and inclusion among all IMA associates

You Should Have:

• 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 specifically PowerPoint, Outlook, Word, and Excel required

Salary Range

$115,000—$155,000 USD

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

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*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 Places to Work

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.

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.