National Real Estate Account Executive, Remote

IMA Financial Group, Inc.; Pasadena (CA); Remote; USD 111,000 - 190,000; 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 an Account Executive for our National Real Estate Team. You will own renewal analyses, design programs, and manage a book of business exceeding $1.3 million, with a focus on large/complex accounts.

Remote work is available, with travel up to 25%. Responsibilities include supporting new business, client relationship management, and negotiations with underwriters to shape proposals.

Qualifications

• Experience in insurance or related industry required.
• Strong written and verbal communication skills.
• Ability to delegate and hold team and partners accountable.

Responsibilities

• Support in winning new business and set up of new accounts.
• Maintain intimate knowledge of clients' operations and needs.
• Lead renewal process: Game Plan, coverage analysis, and document review.
• Facilitate meetings with stakeholders and clients.
• Craft marketing strategies and engage with underwriters.

Skills

Strategic thinking

Strong communication

Client relationship management

Team leadership / coaching

Insurance industry experience

Delegation & accountability

Tools

Applied Epic

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group, Inc. is seeking an Account Executive for our National Real Estate Team. You will own renewal analyses, design programs, and manage a book of business exceeding $1.3 million, with a focus on large/complex accounts.

Remote work is available, with travel up to 25%. Responsibilities include supporting new business, client relationship management, and negotiations with underwriters to shape proposals.