Account Executive

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
• Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
• Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry
• Performs functions of the role within an IMA office more than 50% of the time

Monitors and Coordinates:

• Training and development of all service team members
• Assigns new accounts and transfers of accounts among staff to maintain workable workloads
• Ensures quality control standards of the team are continually maintained
• Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
• Collaborates with Industry Practice Leads to support practice strategies
• With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
• In conjunction with producers, develops a service plan tailored to client’s needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
• Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client’s program design based on their business needs and risk tolerance
• Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
• Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
• Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
• Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
• Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
• Actively supports the department by participating in completion of all duties required to complete a project and service a client
• Serves as a leadership champion of organizational initiatives
• Communicates with market president regarding department strategies, needs, and performance

Required Experience and Skills include but are not limited to:

• At least 10 years of similar or related industry experience preferred
• 5-10 years of management/leadership experience preferred
• Ability to learn and navigate within Agency Management System (EPIC)
• Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
• Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
• Property and Casualty insurance license required for state of business
• Moderate travel required (25-50%)
• Bachelor’s degree preferred or equivalent experience
• Strong written, oral and communication skills
• Possesses a significant level of trust and diplomacy
• Ability to influence those not reporting directly to you