Commercial Account Executive Team Lead
IMA Financial GroupAbout the role
<p>Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team.</p> <p><strong>What You'll Do</strong></p> <ul> <li>Supports and demonstrates IMA’s core values</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates</li> <li>Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, coverage & premium discrepancy issues, etc.) for all existing accounts</li> <li>Leads other AEs, managing up to 5 Direct Reports.</li> <li>Supports in winning new business and set up of new accounts</li> <li>Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year</li> <li>Kicks-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</li> <li>Prepares for and facilitates meetings with key IMA stakeholders and clients</li> <li>Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals</li> <li>Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services</li> <li>Develops & maintains carrier relationships</li> <li>Manages a book of business with $1.5 Million - $2.0+ Million in revenue</li> <li>Plays a lead role on large/complex client accounts, managing a significant number of "house" business that is not directly tied to a producer</li> <li>Spends 5-10% of time supporting producers in winning new business</li> </ul> <p><strong>You Should Have</strong></p> <ul> <li>5 or more years of insurance or related industry experience based on the assigned book of business</li> <li>Ability to think strategically based on client’s priorities and marketplace cycle</li> <li>Strong communication skills both written and verbal</li> <li>Experience leading and developing people</li> <li>Ability to delegate and hold team & partners accountable</li> <li>Experience working within Applied Epic preferred</li> <li>Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)</li> <li>Travel required (up to 40% based on client book of business)</li> <li>Maintains increased technical knowledge both insurance industry and book of client’
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