Strategic Insurance Account Executive

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Program

Medical Plans

Dental and Vision Coverage

401(k)

Job summary

IMA Financial Group in Dallas seeks an experienced professional to manage client renewals, lead teams, and maintain relationships with key accounts. The role focuses on strategic renewal planning, coverage analyses, and effective collaboration with producers and underwriters.

The role requires strong communication, insurance knowledge, and the ability to drive business growth while maintaining client trust.

Qualifications

• Experience in insurance industry and strategic client planning.
• Strong written and verbal communication skills.
• Experience leading and developing people.
• Ability to delegate and hold team and partners accountable.
• Experience with Applied Epic preferred; MS Office proficiency required.
• Travel may be required.

Responsibilities

• Maintains responsibility of renewal with the Producer for all existing accounts.
• Supports in winning new business and setup of new accounts.
• Grows knowledge of clients’ business operations and needs throughout the year.
• Creates Game Plan and conducts coverage analyses for renewals.
• Facilitates meetings with key stakeholders and clients.
• Develops marketing strategies, reviews submissions, and negotiates with underwriters.
• Pursues ongoing education on industry trends, products, and services.
• Maintains carrier relationships and a book of business generating $900k–$2M in revenue.
• Leads three or more large or complex client accounts.
• Spends 5–10% of time supporting producers in new business development.

Skills

Strategic thinking

Strong communication

People leadership

Delegation and accountability

Diversity, equity & inclusion

Education

General insurance designation

Tools

Applied Epic

MS Office

Job description

IMA Financial Group in Dallas seeks an experienced professional to manage client renewals, lead teams, and maintain relationships with key accounts. The role focuses on strategic renewal planning, coverage analyses, and effective collaboration with producers and underwriters.

The role requires strong communication, insurance knowledge, and the ability to drive business growth while maintaining client trust.