Senior Personal Lines Client Lead | Own Your Book

IMA Financial Group; New York (NY); On-site; USD 115,000 - 155,000; Full time

Job summary

IMA Financial Group is seeking a Personal Lines Client Executive to own a high-value book and lead client strategy. You will move beyond day-to-day account management to influence outcomes and deliver tailored solutions.

This role centers on renewal leadership, coverage analysis, and collaboration with carriers and internal teams to ensure exceptional service. You will be at the heart of strategic decisions that drive retention and growth for key clients in the New York market.

Qualifications

• Experience in insurance or related industry.
• Ability to think strategically based on client priorities.
• Strong written and verbal communication.
• 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.

Responsibilities

• Manage a book of business with $500k – $700k in revenue
• Maintain overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
• Support in winning new business and set up of new accounts
• Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
• Kick-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents
• Prepare for and facilitate meetings with key IMA stakeholders and clients
• Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
• Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
• Support and demonstrates IMA’s core values
• Value and understands the importance of diversity, equity, and inclusion among all IMA associates

Skills

Strategic thinking

Communication skills

Leadership experience

Delegation

Applied Epic experience

Client relationship management

Tools

Applied Epic

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group is seeking a Personal Lines Client Executive to own a high-value book and lead client strategy. You will move beyond day-to-day account management to influence outcomes and deliver tailored solutions.

This role centers on renewal leadership, coverage analysis, and collaboration with carriers and internal teams to ensure exceptional service. You will be at the heart of strategic decisions that drive retention and growth for key clients in the New York market.