Personal Lines Client Executive – Lead Renewal Strategy

IMA Financial Group, Inc.; New York (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)

Job summary

IMA Financial Group, Inc. seeks a Personal Lines Client Executive to own a high-value book, lead client strategy, and influence outcomes.

You will manage a $500k–$700k revenue portfolio and drive renewal strategies, coverage analysis, and tailored solutions for each client. You will collaborate with internal teams, develop marketing approaches, and negotiate with carriers to deliver an exceptional client experience.

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 by creating the Game Plan and completing a coverage analysis.
• 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.

Skills

Strategic thinking

Client relationship management

Leadership

Negotiation

Insurance knowledge

Applied Epic experience

MS Office (PowerPoint, Outlook, Word,

Tools

Applied Epic

MS Office

Job description

IMA Financial Group, Inc. seeks a Personal Lines Client Executive to own a high-value book, lead client strategy, and influence outcomes.

You will manage a $500k–$700k revenue portfolio and drive renewal strategies, coverage analysis, and tailored solutions for each client. You will collaborate with internal teams, develop marketing approaches, and negotiate with carriers to deliver an exceptional client experience.