Senior Insurance Account Executive & Team Leader

IMA Financial Group; Chicago (IL); On-site; USD 100,000 - 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

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

Job summary

IMA Financial Group in Chicago seeks a senior renewal lead to manage a diversified book of business exceeding $1.3 million in revenue. You will set renewal game plans, analyze coverage and loss data, and drive strategies with clients and underwriters.

You will collaborate with producers, coach Level 2 Account Executives, and maintain carrier relationships while expanding IMA’s market presence across mid-market and large accounts.

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 written and verbal communication skills.
• Experience leading and developing people.
• Ability to delegate and hold team & partners accountable.
• Experience working within Applied Epic preferred.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel) required.
• Travel required (up to 40% based on client book of business).
• Understanding client’s entire business as it 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 and game plan.
• Supports in winning new business and setup of new accounts.
• Kicks off renewal process by creating Game Plan and conducting coverage analysis.
• Prepares for andfacilitates meetings with key IMA stakeholders and clients.
• Crafts marketing strategies, reviews submissions, and negotiates with underwriters.
• Develops and maintains carrier relationships.
• Manages a book of business > $1.3 Million in revenue.
• A portion of revenue focused on Emerging, Middle, and Large/Complex accounts.
• Supports producers in winning new business and client prioritization.
• Leads long-term partnerships and offers team coaching for Level 2 Account Executives.

Skills

10+ years insurance

Strategic thinking

Strong communication skills

Experience leading people

Delegation & accountability

Applied Epic experience

MS Office (PowerPoint/Outlook/Word/Exc

Travel up to 40%

Client business understanding

Brand/subject-matter expertise

Tools

Applied Epic

Job description

IMA Financial Group in Chicago seeks a senior renewal lead to manage a diversified book of business exceeding $1.3 million in revenue. You will set renewal game plans, analyze coverage and loss data, and drive strategies with clients and underwriters.

You will collaborate with producers, coach Level 2 Account Executives, and maintain carrier relationships while expanding IMA’s market presence across mid-market and large accounts.