Senior Insurance Executive - Global Accounts & Strategy

IMA Financial Group; Dallas (TX); On-site; USD 120,000 - 190,000; 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)

Job summary

IMA Financial Group in Dallas seeks an accomplished insurance professional to manage a $2M+ book of business, lead complex renewals, and shape tailored risk management programs for strategic clients. The role emphasizes mentorship, cross-team collaboration, and market-facing negotiations with carriers.

You will design international program placements, drive new business support, and maintain deep client insights to align insurance with business goals, while traveling up to 40% to meet client

Qualifications

• At least 10 years of experience in insurance or related industry based on the assigned book of business.
• Strategic risk management solutions aligned with client objectives and market conditions.
• Strong communication skills both written and verbal.
• Proven success leading, mentoring, and developing high-performing teams.
• Ability to delegate and hold team & partners accountable.
• Experience working within Applied Epic preferred.
• MS Office products required (PowerPoint, Outlook, Word, Excel).
• Travel required (up to 40%).
• Deep understanding of loss sensitive casualty programs, international programs and large shared/layered property programs.
• Ability to understand client business and align insurance programs with risk management goals.

Responsibilities

• Champions IMA core values in client, carrier and internal interactions.
• Manages a book of business that is $2M+ in revenue; focuses on large/complex accounts.
• Cultivates strategic partnerships with assigned clients and leads renewals.
• Develops marketing strategies, submits quality materials, and negotiates with carriers.
• Maintains deep knowledge of clients' business operations and needs.
• Prepares for and leads meetings with key IMA stakeholders and clients.
• Designs and facilitates placement of large, international programs with our team.
• Supports in winning new business; at least 10%+ of time with producers.
• Mentors Level 2 Account Executives and serves as a resource for Account Managers.

Skills

Account management

Strategic thinking

Negotiation

Client relationships

Leadership

Communication skills

Business acumen

Team development

Collaboration

Change agility

Job description

IMA Financial Group in Dallas seeks an accomplished insurance professional to manage a $2M+ book of business, lead complex renewals, and shape tailored risk management programs for strategic clients. The role emphasizes mentorship, cross-team collaboration, and market-facing negotiations with carriers.

You will design international program placements, drive new business support, and maintain deep client insights to align insurance with business goals, while traveling up to 40% to meet client