Executive Risk Account Executive (Public D&O)

IMA Financial Group, Inc.; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

401(k)

Job summary

IMA Financial Group, Inc. is seeking an Executive Risk professional with strong client-facing skills to own complex retail ERS engagements. You will assess client needs, market and place solutions, prepare proposals, and advocate for claims while mentoring others.

The role requires at least seven years in Executive Risk or related fields, a P&C license, and a bachelor’s degree. You will work across teams using EPIC/Agency workflows and contribute to strategic client reviews and renewals.

Qualifications

• 7+ years of experience in Executive Risk within brokering, underwriting, claims, legal, or risk management.
• Proficiency with most Microsoft Office products.
• Expert client facing skills suitable to articulate complex concepts.

Responsibilities

• Own and manage all IMA retail ERS engagements for new and renewal placements.
• Assess client needs and exposures, market and place coverage, prepare proposals.
• Mentor and train other ERS associates and internal staff.
• Proficiency with EPIC/Agency Management workflows and related processes.
• Understand financial statement components and underwriting implications.

Skills

Executive Risk

Client facing

MS Office

MLIS/RPLU designation

Education

Bachelor’s degree

Advanced degree preferred

Tools

EPIC/Agency Management

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
• Independent responsibility for all IMA retail ERS engagement for both new and renewal placements, including but not limited to:
• assessment of client needs and exposures
• marketing and placement
• preparation of proposals
• adherence to ERS/IMA retail workflows
• regular client presentations, to both internal and external clients
• claims advocacy
• Primary ownership of and responsibility for assigned accounts (most of which will be complex or multi-line)
• Takes an active role in mentoring & technical training of other ERS associates, internal staff, and clients
• Claims advocacy as needed on complex claims
• Proficiency with IMA Agency Management systems and organizational workflows
• Understands the components of a financial statement and its underwriting implications
• Understands entity organizational charts and its underwriting implications
• Proficiency with EPIC/Agency Management workflow as well as other IMA organizational workflows and processes
• Displays significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Miscellaneous E&O, Crime and K&R)
• Participates in the P&C workflow, including pre-renewal meetings, business reviews and various other client focused meetings

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 7+ years of experience in Executive Risk within the brokering, underwriting, claims, legal, or risk management industry required
• Proficiency with most Microsoft Office products
• Expert client facing skills (ability to build confidence, articulate complex concepts, and deliver challenging messages)
• Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations)
• Property & Casualty License required
• Bachelor’s degree required; advanced degree in a relatable field viewed favorably

Salary Range: $100,000 USD - $200,000 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?

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’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.