Strategic Insurance AE for Large/Complex Accounts

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Short-term Disability

Long-term Disability

Paid Time Off

Job summary

IMA Financial Group, Inc. is seeking an experienced Account Executive to manage renewals, design client risk strategies, and maintain strong relationships with a diverse client base in the Chicago area.

You will lead negotiations with underwriters, coordinate marketing submissions, and guide Level 2 Account Executives while growing a book of business over $1.3 million in annual revenue. Travel up to 40% is required.

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’s priorities and marketplace cycle
• Strong communications skills both written and verbal
• Experience leading and developing people
• Travel required (up to 40%)
• Experience working with MS Office products (PowerPoint, Outlook, Word, Excel)
• Experience with Applied Epic preferred

Responsibilities

• Manage renewal processes, including policy review, game plan setting, loss analysis, and data completeness in AMS
• Support in winning new business and setting up new accounts
• Maintain intimate knowledge of clients’ operations, strategies and needs throughout the year
• Lead client meetings and facilitate discussions with stakeholders
• Develop and review marketing strategies, submissions, and negotiate with underwriters
• Manage a book of business exceeding $1.3 million in revenue
• Focus on large/complex accounts and mentor Level 2 Account Executives
• Collaborate with producers to win new business

Skills

Strategic thinking

Strong communication

Leadership experience

Delegation

Travel up to 40%

MS Office

Applied Epic

Client understanding

Industry knowledge

Tools

Applied Epic

MS Office Suite

Job description

IMA Financial Group, Inc. is seeking an experienced Account Executive to manage renewals, design client risk strategies, and maintain strong relationships with a diverse client base in the Chicago area.

You will lead negotiations with underwriters, coordinate marketing submissions, and guide Level 2 Account Executives while growing a book of business over $1.3 million in annual revenue. Travel up to 40% is required.