Senior Account Executive - P&C
IMA Financial GroupAbout the role
<p></p> <p><strong>Essential job responsibilities </strong>include but are not limited to: </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, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts </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 review of the policy 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 and maintains carrier relationships </li> <li>Manages a book of business that is > $1.3 Million in revenue </li> <li><10% of book of business revenue is within the Emerging market </li> <li>< 40% of book of business revenue is within the middle market, independent of additional Account Executive oversight </li> <li>50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels </li> <li>10% + of time is spent supporting producers in winning new business </li> <li>Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy </li> <li>Structures a strong, long-term partnership with assigned clients </li> <li>Offers client team management/coaching for Level 2 Account Executives </li> <li>Offers internal team management/coaching for Level 2 Account Executives </li> </ul> <p> </p> <p&g
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