Senior Insurance Account Director

IMA Financial Group; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Stock purchase plan

Medical plans

Dental and vision

Job summary

IMA Financial Group seeks a seasoned leader to manage service teams serving a broad book of business. You will develop staff, coordinate client service plans with producers, and ensure timely resolutions to inquiries and escalated issues.

You will collaborate with carriers and industry leaders, drive renewal strategies, and represent IMA at carrier functions. A track record in insurance, strong communication, and leadership is essential.

Qualifications

• Ten or more years in the insurance industry preferred.
• 5–10 years of management or leadership experience preferred.
• Ability to learn and navigate Agency Management System (EPIC).
• Proficient in MS Office, especially PowerPoint, Outlook, Word, and Excel.
• Maintain professional designations such as ARM, CPCU or CIC.
• Property and Casualty license required for the state of business.
• Travel 25–50%.

Responsibilities

• Support and demonstrate IMA’s core values and DEI commitments.
• Lead service teams and develop direct reports (Account Executives).
• Oversee client questions and service issues and escalate as needed.
• Coordinate marketing of new and renewal business with carriers.
• Develop client service plans with producers and internal teams.
• Lead internal and client-facing reviews and ensure service adequacy.
• Monitor accounts receivable and maintain policy compliance.
• Engage in industry associations and carrier functions to grow relationships.

Skills

Leadership

Client management

Communication

Negotiation

Strategic thinking

Mentoring

Education

Bachelors degree

Professional designation (ARM, CPCU, CIC)

Tools

EPIC

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group seeks a seasoned leader to manage service teams serving a broad book of business. You will develop staff, coordinate client service plans with producers, and ensure timely resolutions to inquiries and escalated issues.

You will collaborate with carriers and industry leaders, drive renewal strategies, and represent IMA at carrier functions. A track record in insurance, strong communication, and leadership is essential.