Senior Insurance Strategist - Key Accounts & Growth

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

401(k)

Life/AD&D

Short-term Disability

Long-term Disability

HSA

Pre-Tax Parking Plan

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Job summary

IMA Financial Group, a leading insurance broker, is seeking an experienced Account Executive to lead renewal strategies for a multi-million dollar book of business in Dallas, TX. You will drive client risk management, design coverage plans, and coordinate with underwriters to secure favorable terms.

You will also play a role in acquiring new business and mentoring Level 2 Account Executives while building carrier relationships and client partnerships.

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 communication skills both written and verbal.
• Experience leading and developing people.
• Travel required up to 40% based on client book of business.
• Experience with Applied Epic preferred.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).

Responsibilities

• Maintains overall responsibility of the renewal for all existing accounts.
• Supports in winning new business and setup of new accounts.
• Maintains intimate knowledge of clients' business operations and needs.
• Creates Game Plan and conducts coverage analyses for renewals.
• Facilitates meetings with key stakeholders and clients.
• Negotiates with underwriters to shape proposals and content.

Skills

Strategic thinking

Strong communication

Leadership

Delegation

Client relationship building

Insurance product knowledge

Tools

Applied Epic

MS Office

Job description

IMA Financial Group, a leading insurance broker, is seeking an experienced Account Executive to lead renewal strategies for a multi-million dollar book of business in Dallas, TX. You will drive client risk management, design coverage plans, and coordinate with underwriters to secure favorable terms.

You will also play a role in acquiring new business and mentoring Level 2 Account Executives while building carrier relationships and client partnerships.