Jobs and Careers
IM

Senior Account Executive - P&C

IMA Financial Group
USAfull_timePosted 18 Aug 2026

About the role

<p></p> <p><strong>Essential job responsibilities&nbsp;</strong>include but are not limited to:&nbsp;</p> <ul> <li>Supports and demonstrates IMA’s core values&nbsp;</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates&nbsp;</li> <li>Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design,&nbsp;data completeness within AMS, coverage &amp; premium discrepancy issues,&nbsp;etc.) for all existing accounts&nbsp;</li> <li>Supports in winning new business and set up of new accounts&nbsp;</li> <li>Maintains&nbsp;intimate knowledge of clients' business operations, strategies, and needs throughout the year&nbsp;</li> <li>Kicks-off the client renewal process&nbsp;by creating&nbsp;the Game Plan&nbsp;and&nbsp;completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents&nbsp;</li> <li>Prepares for and&nbsp;facilitates&nbsp;meetings with key IMA stakeholders and&nbsp;clients&nbsp;</li> <li>Crafts the marketing strategies, reviews submissions,&nbsp;and engages in negotiations with underwriters&nbsp;to&nbsp;determine&nbsp;the relevant content to include in proposals&nbsp;</li> <li>Pursues&nbsp;mastery of the craft through on-going education and awareness of industry trends, products, and services&nbsp;</li> <li>Develops and&nbsp;maintains&nbsp;carrier relationships&nbsp;</li> <li>Manages a book of business that is &gt; $1.3 Million in revenue&nbsp;</li> <li>&lt;10% of book of business revenue is within the Emerging market&nbsp;</li> <li>&lt; 40% of book of business revenue is within the middle market,&nbsp;independent of&nbsp;additional&nbsp;Account&nbsp;Executive oversight&nbsp;</li> <li>50% +&nbsp;book of business&nbsp;focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels&nbsp;</li> <li>10% + of time is spent supporting producers in winning new business&nbsp;</li> <li>Identifies&nbsp;with client’s priorities then creates&nbsp;a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy&nbsp;</li> <li>Structures a strong, long-term partnership with assigned clients&nbsp;</li> <li>Offers client team management/coaching for Level 2 Account Executives&nbsp;</li> <li>Offers internal team management/coaching for Level 2 Account Executives&nbsp;</li> </ul> <p>&nbsp;</p> <p&g

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

IMA Financial Group

View company profile →