Senior Account Executive (Construction)

IMA Financial Group; Texas; On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Job summary

IMA Financial Group in Texas is seeking an experienced Account Executive to manage a renewal book exceeding $1.3 million in revenue, lead the renewal process, and coordinate with clients and underwriters to craft effective insurance programs.

You will mentor Level 2 Account Executives, strengthen carrier relationships, and guide new business efforts while ensuring alignment with clients’ risk management goals.

Qualifications

• At least 10 years of experience in insurance or related industry based on the assigned book of business.
• Ability to think strategically based on client 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 required (PowerPoint, Outlook, Word, and Excel).
• Travel required (up to 40%).
• Able to understand client’s business as relates to insurance protection and risk.
• Strengthens IMA brand as subject matter expert.

Responsibilities

• Maintains responsibility of renewal for all existing accounts, including policy review, game plan, loss analysis, and data completeness.
• Supports in winning new business and setup of new accounts.
• Maintains intimate knowledge of clients’ business operations, strategies, and needs.
• Leads renewal process by creating Game Plan and conducting coverage analyses.
• Facilitates meetings with key IMA stakeholders and clients.
• Develops marketing strategies, reviews submissions, and negotiates with underwriters.
• Mentors Level 2 Account Executives and provides internal coaching.

Skills

Strategic thinking

Strong communication

Leadership experience

Client relationship management

MS Office proficiency

Travel willingness

Tools

Applied Epic

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
• Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design,data completeness within AMS, coverage & premium discrepancy issues,etc.) for all existing accounts
• Supports in winning new business and set up of new accounts
• Maintains intimate knowledge of clients’ business operations, strategies, and needs throughout the year
• Kicks‑off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
• Prepares for and facilitates meetings with key IMA stakeholders and clients
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
• Pursues mastery of the craft through on‑going education and awareness of industry trends, products, and services
• Develops and maintains carrier relationships
• Manages a book of business that is > $1.3 Million in revenue
• <10% of book of business revenue is within the Emerging market
• < 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight
• 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels
• 10% + of time is spent supporting producers in winning new business
• Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
• Structures a strong, long-term partnership with assigned clients
• Offers client team management/coaching for Level 2 Account Executives
• Offers internal team management/coaching for Level 2 Account Executives

Required Experience and Skills

include but are not limited to:

• At least 10 years of 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 accountableExperience working within Applied Epic preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Travel required (up to 40% based on client book of business)
• Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
• Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)
• Holds general insurance designation
• Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)

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.

Why Join IMA?

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

• 2020-2023 Business 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 Top Work 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 Top Work 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-large category
• 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.