Senior P&C Account Leader for Large & Complex Clients

IMA Financial Group; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Job summary

IMA Financial Group is seeking an experienced Account Executive to lead renewal projects for a $1.3M+ book of business in the insurance domain. You will design game plans, analyze coverage, and coordinate with underwriters to craft proposals while nurturing client relationships across diversified industries.

You will drive new business pursuit, maintain deep knowledge of client operations, and mentor Level 2 Account Executives while collaborating with internal teams on complex accounts.

Qualifications

• At least 10 years of experience in insurance or related industry based on the assigned book of business.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• 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, strategies, and needs throughout the year.
• Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis.
• Prepares for and facilitates meetings with key IMA stakeholders and clients.
• Crafts marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine content for proposals.
• Pursues mastery of the craft through ongoing education and awareness of industry trends, products, and services.
• Develops and maintains carrier relationships.
• Manages a book of business that is > $1.3 Million in revenue.
• 50%+ book focused on large/complex accounts; lead role with large/complex accounts.
• 10%+ time supporting producers in winning new business.
• Identifies client priorities and creates a vision for their insurance program aligned to risk management goals.
• Structures a strong, long-term partnership with assigned clients.
• Offers team management/coaching for Level 2 Account Executives.
• Offers internal team management/coaching for Level 2 Account Executives.

Education

Bachelor's degree in Insurance or related field

General insurance designation

ARM/CPCU designation

Strategic thinking

Strong communication skills

People leadership

Delegation and accountability

Client business understanding

Travel up to 40%

MS Office (PowerPoint, Outlook, Word, Excel)

Experience with Applied Epic

Tools

Applied Epic

MS Office

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group is seeking an experienced Account Executive to lead renewal projects for a $1.3M+ book of business in the insurance domain. You will design game plans, analyze coverage, and coordinate with underwriters to craft proposals while nurturing client relationships across diversified industries.

You will drive new business pursuit, maintain deep knowledge of client operations, and mentor Level 2 Account Executives while collaborating with internal teams on complex accounts.