Own Your Book: Personal Lines Client Leader

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

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.