Senior Account Executive (Construction)

IMA Financial Group

Location
Dallas, TX
Employment type
unknown
Posted
Posted
  • Commercial Lines

About the role

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 (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 Maintain s 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 review of the policy and all relevant documents Prepares for and facilitates meetings with k ey IMA stakeholders and clients Crafts the marketing strateg ies, r eviews submission s , and engages in negotiations with underwriters to d etermine the relevant content to include in proposal s Pursue s mastery of the craft through on-going education and awareness of industry trends, products, and services Develops and maintains carrier relationships Manages a book of business that is > $1.3 Million in revenue , independent of additional Account Executive oversight 50% + book of business focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels 10% + of time is spent supporting producers in winning new business Identif ies with client’s priorities then create s a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy Structures a strong, long-term partnership with assigned clients Offers client team management/coaching for Level 2 Account Executives Offers internal team management/coaching for Level 2 Account Executives Required Experience and Skills include but are not limited to: At least 10 years of e x perience in insurance or related industry based on the assigned book of business Ability to think strategically based on client’s priorities and market

More at IMA Financial Group

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