Client Executive

<p>This is a standout opportunity for someone who wants to take real ownership of a high-value book of business while stepping into a true client leadership role at IMA Financial Group. As a Personal Lines Client Executive, you won’t just service accounts you will lead strategy. You will manage a $500K–$700K revenue portfolio, drive the full renewal lifecycle, and act as the primary architect behind coverage strategy, market positioning, and client outcomes. From building renewal game plans and analyzing risk to negotiating with carriers and shaping creative program solutions, you will be at the center of every critical decision.</p> <p>This role is ideal for someone who wants to elevate their career beyond day-to-day account work and into a consultative, highly visible position where your expertise directly impacts client success and retention. You will also have the opportunity to support new business wins, strengthen carrier relationships, and continuously sharpen your technical and strategic skill set in a collaborative, high-performing environment. If you’re looking for a role where you can truly own your book, influence outcomes, and grow your career with purpose, this is it.</p> <p><strong>What You'll Do</strong></p> <ul> <li>Manage a book of business with $500k – $700k in revenue</li> <li>Maintain overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage &amp; premium discrepancy issues, etc.) for all existing accounts</li> <li>Support in winning new business and set up of new accounts</li> <li>Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year</li> <li>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</li> <li>Prepare for and facilitate meetings with key IMA stakeholders and clients</li> <li>Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals</li> <li>Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services</li> <li>Develop &amp; maintain carrier relationships</li> <li>Support and demonstrates IMA’s core values</li> <li>Value and understands the importance of diversity, equity, and inclusion among all IMA associates</li> </ul> <p><strong>You Should Have</strong></p> <ul> <li>Experience in insurance or related industry based on the assigned book of business</li> <li>Ability to think strategically based on client’s priorities and marketplace cycle</l