Global P&C Account Executive

IMA Financial Group, Inc.; Charlotte (NC); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Job summary

IMA Financial Group, Inc. is seeking a Global Outbound P&C Account Executive to join our east coast team. This role involves designing and implementing complex multinational insurance programs while leading strategy for new business and renewals. Ideal candidates will possess strong technical expertise and a collaborative, client-first mindset aligned with our values.

The position requires a bachelor's degree and 5 to 10 years of related experience, attention to detail, and proficiency with MS Office tools.

Benefit offerings include performance bonuses, stock purchase options, and medical plans.

Qualifications

• 5 to 10 years of similar or related experience.
• Attains and/or maintains property & casualty insurance license.

Responsibilities

• Design and implement Foreign and Multinational Programs.
• Coordinate strategy meetings and client account reviews.
• Ensure premiums and commissions are verified and reconciled.

Skills

Strong written and verbal communication skills

Analytical and insurance interpretation skills

Negotiation and presentation skills

Proficiency with MS Office products

Education

Bachelor’s degree preferred

Tools

MS Teams

PowerPoint

Outlook

Word

Excel

Job description

We’re looking to add a Global Outbound P&C Account Executive to our east coast team! This role is responsible for designing and delivering complex multinational insurance programs while leading strategy for new business and renewals across a diverse global client base. The role partners closely with internal teams and international brokers to ensure seamless execution, compliance, and exceptional client service. Ideal candidates bring strong technical expertise, leadership capability, and a collaborative, client‑first mindset aligned with IMA’s values.

• The Client Comes First
• One IMA – collaboration across all sections and functions within the company
• Diversity, Equity and Inclusion
• Expertise, Professionalism, and Results
• Personalized, boutique approach to brokering accounts of all sizes and scopes

ESSENTIAL JOB RESPONSIBILITIES

• Responsibility for design and implementation of Foreign and Multinational Programs and Controlled Master Programs
  • Independently and collaboratively determines a suitable timeline and strategy for new business and renewals, including data collection, submission, quote reviews, presentation, binding, invoicing, payment tracking, and execution of programs of small and large scope.
  • Provide direction to Account Manager to perform assigned tasks for successful marketing and program implantation.
  • Ultimately responsible for ensuring all account servicing activities by foreign brokers are performed completely, correctly and in a compliant manner.
• Coordinates strategy meetings and participates in internal strategy sessions, client account review meetings, marketing meetings, and/or client proposal presentations.
• Ensure that for all account assigned, premiums, fees, and commissions are verified and reconciled. Prepare revenue statements for internal and external use as required.
• Responsibility for designing and completing client deliverables such as Global Risk Insurance Manuals and foreign policy digests on specified accounts.
• Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty.
• Manages the Global Account Manager to input client data in the account management systems of both IMA and external partners as needed.
• Manages Global Account Manager regarding the account review, information tracking, file documentation, and maintenance of workflow standards
• Responds to and finalizes Requests For Proposal (RFPs), due diligence reviews, program reviews, compliance assessments as requested by producers and client teams.
• Is proficient in researching and communicating insurance industry trends, product development, and regulatory positions internationally.
• Assists Global P&C Product Specialty leaders in training and mentoring of IMA associates, and developing and executing team projects and initiatives.

REQUIRED EXPERIENCE AND SKILLS

• 5 to 10 years of similar or related experience
• Bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional license: Property & Casualty Insurance License for your state of residence within first 30‑90 days of hire
• Proficiency with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel).
• Moderate travel required (possibly over 20%)
• Strong written and verbal communication skills
• Strong analytical and insurance interpretation skills
• Negotiation and presentation skills

REQUIRED COMPETENCIES & TRAITS

• Professional composure
• Team player with collaborative and open‑minded approach to all aspects of the position
• Analytical and creative problem‑solving skills
• Proficiency in navigating international business environment (time zones, cultures, languages, ways of doing business, etc.)
• Building inter‑personal and trust relationships with internal & external customers
• Team leadership and mentoring skills including but not limited to delegating tasks and verifying correct and complete work product of Account Manager(s) or other team members
• Professional email, written, and verbal etiquette including video calling
• Self‑direction and self‑motivation

PREFERRED EXPERIENCE AND SKILLS

• Formal professional designation within the insurance industry (or relevant related industry) preferred (e.g. ARM, CPCU, CIC, etc.)
• Intermediate EPIC Applied Systems experience
• Experience using Indio
• Foreign language proficiency and/or experience living abroad a plus
• Ability to speak, read, or deliver a presentation in another language besides English is a plus. Fluency in a foreign language is a strong plus.

Salary Range: $120,000 USD – $150,000 USD

Compensation & Benefits

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.

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.