Senior Insurance Account Executive - Large & Complex

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Life/AD&D

Job summary

IMA Financial Group, Inc. is seeking an experienced account executive to manage a multi-million dollar book of business, lead renewal strategies, and ensure client satisfaction throughout the year.

You will coordinate with internal teams, develop long-term partnerships with large accounts, and coach Level 2 Account Executives while driving new business efforts as needed. Travel is required up to 40% to meet with clients and attend industry events, and you will work within a collaborative,

Qualifications

• 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 accountable.
• Experience working within Applied Epic preferred.
• Experience with MS Office products required (PowerPoint, Outlook, Word, and Excel).
• Travel required (up to 40% based on client book of business).
• Understanding client business to tailor insurance programs.

Responsibilities

• Maintains and renews client accounts with game plans and coverage analyses.
• Leads new business set up and account onboarding.
• Maintains intimate knowledge of clients' operations, strategies, and needs.
• Facilitates client meetings and presentations with stakeholders.
• Crafts marketing strategies, reviews submissions, and negotiates with underwriters.
• Develops carrier relationships and manages a multi-million dollar revenue book.
• Oversees and coaches Level 2 Account Executives and supports producers in winning new business.

Skills

Strategic thinking

Strong communication

People leadership

Delegation

Applied Epic experience

MS Office (PowerPoint, Outlook, Word,

Tools

MS Office Suite

Job description

IMA Financial Group, Inc. is seeking an experienced account executive to manage a multi-million dollar book of business, lead renewal strategies, and ensure client satisfaction throughout the year.

You will coordinate with internal teams, develop long-term partnerships with large accounts, and coach Level 2 Account Executives while driving new business efforts as needed. Travel is required up to 40% to meet with clients and attend industry events, and you will work within a collaborative,