Senior Commercial Lines Account Executive

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Well‑Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. in Dallas is seeking a renewal-focused professional to manage end-to-end renewals for a book of business valued at $900k–$2M. You will lead strategic reviews, develop game plans, and collaborate with producers to win new business as needed.

The role requires strong communication, leadership, and industry knowledge, with responsibilities spanning client strategy, marketing, and market negotiations. Travel may be required for key client meetings.

Qualifications

• Experience in insurance or related industry
• Ability to think strategically based on client priorities
• Strong written and verbal communication skills
• Experience leading and developing people
• Ability to delegate and hold team & partners accountable
• Experience with Applied Epic preferred
• MS Office products required (PowerPoint, Outlook, Word, Excel)
• Travel may be required when necessary
• Maintains updated technical knowledge in insurance and client industries
• Professionalism and self-direction
• Relationship management and interpersonal skills
• Problem solving

Responsibilities

• Maintain overall responsibility of renewals with Producers for existing accounts
• Support in winning new business and setting up new accounts
• Understand clients' operations, strategies, and needs throughout the year
• Kick off renewal with game plan and coverage analysis
• Prepare for and facilitate meetings with stakeholders and clients
• Craft marketing strategies, review submissions, and negotiate with underwriters
• Pursue mastery of industry trends and products
• Manage a book of business with revenue of $900k–$2M
• Lead three or more large/complex client accounts
• Spend 5–10% of time supporting producers in new business

Skills

Strategic thinking

Strong communication

Leadership

Delegate effectively

Client relationships

Problem solving

Diversity & inclusion awareness

Travel when required

Industry & market knowledge

MS Office (PowerPoint, Outlook, Word, 

Education

General insurance designation

Tools

Applied Epic

MS Office

Job description

IMA Financial Group, Inc. in Dallas is seeking a renewal-focused professional to manage end-to-end renewals for a book of business valued at $900k–$2M. You will lead strategic reviews, develop game plans, and collaborate with producers to win new business as needed.

The role requires strong communication, leadership, and industry knowledge, with responsibilities spanning client strategy, marketing, and market negotiations. Travel may be required for key client meetings.