Account Executive – Advanced Industries Practice

🕒 3 dias atrás

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $125.000 - $170.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🧑‍💼 Executivo de Contas

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IMA Financial Group, Inc.

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1980

💸 Finanças

🏢 Corporativo

💰 Private Equity Round em 2020-11

Finance • Insurance • Enterprise

IMA Financial Group, Inc. é uma empresa diversificada de serviços financeiros e de seguros que oferece soluções de seguros especializadas para diversos setores, incluindo agronegócio, construção, risco digital, educação, energia, saúde, hospitalidade, ciências da vida, manufatura, marítimo, private equity, imóveis e tecnologia. A empresa oferece uma ampla gama de serviços de seguros, como seguros empresariais, benefícios para empregados, seguros pessoais, soluções para aposentadoria, seguros atacadistas, gestão de patrimônio e muito mais. A IMA é comprometida com a proteção de ativos e a antecipação de desafios, garantindo que os clientes estejam preparados para o futuro. Ela enfatiza o impacto na comunidade, a filantropia e soluções centradas no cliente, apoiando tanto a inovação quanto a melhoria comunitária.

Descrição

• Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services. • Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business. • Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals. • Supports in winning new business through development of insurance program for new accounts. • Develops clients’ 1- to 3-year risk management insurance plan objectives. • Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients. • Identifies with client’s priorities to understand client’s business philosophy, then creates a vision for their insurance program with alignment to their risk management goals. • Prepares for and facilitates meetings with key IMA stakeholders and clients. • Pursues 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 typically 20 to 30 clients with approximate revenue of $1.7 Million - $2.1 Million. • <10% of book of business revenue is within the Emerging (under $25,000 in revenue) market. • < 40% of book of business revenue is within the middle market ($25,000 - $100,000 in revenue), independent of additional Account Executive oversight. • 50% + book of business focused on large/complex accounts ($100,000+ in revenue). Plays a lead role with large/complex accounts, based on primary industry levels. • 10% + of time is spent supporting producers in winning new business. • Offers client team management/coaching. • Offers internal team management/coaching. • Supports and demonstrates IMA’s core values. • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

🎯 Requisitos

• 7+ years’ 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. • Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions. • Experience working within Applied Epic preferred. • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel). • Travel required (up to 40% based on assigned book of business). • Maintains increased technical knowledge, both insurance industry and book of business industries. • Work toward strengthening IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.). • Holds state property & casualty insurance license. • Holds general insurance designation preferred. • Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.) preferred.

🏖️ Benefícios

• 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 • Well-Being Stipend • Personal and Professional Development