Account Executive (Commercial Lines)

Account Executive (Commercial Lines)

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Maintains overall responsibility of the entire renewal with the Producer (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
• Supports in winning new business and set up of new accounts
• Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
• 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
• Prepares for and facilitates meetings with key IMA stakeholders and clients
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
• Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
• Develops & maintains carrier relationships
• Manages a book of business with $900k - 2 Million in revenue
• Plays a lead role on three or more large/complex client accounts
• Spends 5-10% of time supporting producers in winning new business

Required Experience and Skills include but are not limited to:

• Experience in insurance or related industry based on the assigned book of business
• Ability to think strategically based on client’s priorities and marketplace cycle
• Strong communication skills both written and verbal
• Experience leading and developing people
• Ability to delegate and hold team & partners accountable
• Experience working within Applied Epic preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Travel may be required when necessary
• Maintains increased technical knowledge both insurance industry and book of client’s industry
• Holds at least one general insurance designation

Competencies & Traits:

• Professionalism
• Self-Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving

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