Senior Executive Risk Solutions Broker

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental and Vision

Job summary

IMA Financial Group, Inc. is seeking an Executive Risk Solutions professional in Dallas to expand market presence for management liability with complex risk profiles. You will work with CFOs/CLOs, analyze financials, and negotiate favorable terms.

The role emphasizes relationship-building, insurance contract interpretation, and cross-functional collaboration. A strong background in executive risk and licensing supports a successful candidate, with travel as needed.

Qualifications

• College degree. Advanced degree (JD/MBA) will be given special consideration.
• Excellent organizational and communication skills (oral and written).
• Commitment to excellence and strong work ethic.
• Ability to interpret and negotiate insurance contracts.
• Minimum 5+ years relevant work experience.

Responsibilities

• Interface with internal distribution channels to educate on management liability products.
• Market new and renewal business for publicly-traded and other companies with complex risk profiles.
• Analyze client financial statements and insurance contracts for improvements.
• Develop/strengthen underwriter relationships and understand market appetite.
• Communicate policy form differences to clients and internal teams.
• Build client proposals and present them effectively.

Skills

Management liability knowledge

Client relationship building

Negotiation skills

Financial statement analysis

Strong math skills

Excellent communication

Insurance contract interpretation

Education

College degree

JD/MBA considered

Property & Casualty license

Tools

Microsoft Office

Job description

IMA Financial Group, Inc. is seeking an Executive Risk Solutions professional in Dallas to expand market presence for management liability with complex risk profiles. You will work with CFOs/CLOs, analyze financials, and negotiate favorable terms.

The role emphasizes relationship-building, insurance contract interpretation, and cross-functional collaboration. A strong background in executive risk and licensing supports a successful candidate, with travel as needed.