Account Executive - Executive Risk Solutions - IMA Financial Group
Dallas, TX
About the Job
IMA's Executive Risk Solutions (ERS) capability group is seeking an Account Executive to join our team! This position will be responsible for the marketing of new and renewal business for our ERS team. A successful applicant must possess strong interpersonal and communication skills, be adaptable and flexible, strong problem solving and relationship building abilities. This role can be located out of our Denver, CO, Dallas, TX, Houston, TX, Overland Park, KS, or Wichita, KS office!
Responsibilities include, but are not limited to:
- Responsible for all IMA retail ERS engagement for both new and renewal placements for Management Liability (D&O, EPL, Fiduciary, Professional, E&O, Cyber, Crime and K&R)
- Participate in RFPs, assess client needs and exposures, conduct marketing and placement, prepare proposals, adhere to IMA's ERS retail workflows, maintain positive carrier relationships, provide best in class coverage negotiations, and lead client meetings
- Primary ownership of and responsibility for premium accounts of $30,000 to $100,000 regardless of product or industry
- Responsible for geographically specific accounts (i.e., Denver associate, Denver clients) with few instances were covering or assisting of other ERS teams is requested
- Takean active role in mentoring and technical training of other ERS associates, internal staff, and clients
- Claims advocacy as needed on more complex claims
- Read and understand the components of a financial statement and interprets document
- Read, understand, and articulate the details of an organizational chart
- Display significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Professional, E&O, Cyber, Crime and K&R)
- As requested, participates in the ClientX Process, includinginternal reviews, business reviews and various other stagesand requests as needed
- Minimal travel required
- Support and demonstrate IMA's core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
- Other duties that fall within scope of job
Required skills and experiences:
- 7+ years of experiencein Executive Risk, Management Liability or other equivalent experience with broker, legal firm, claims, carrier, etc.
- Bachelor's degree required
- Master's or Juris Doctorate preferred
- Strong Math skills, including familiarity with ratios, percentages, discounts and commissions required
- Proficiency with Microsoft Office products required
- Property and casualty license required for state of business and fulfills continuing education requirements to retain license
- Moderate travel required
The anticipated posting timeline for this opportunity is 4/26/2024 through 6/1/2024.
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Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.