IMA Financial Group, Inc. · 9 hours ago
Account Executive (Underwriter)
IMA Financial Group, Inc. is a growing insurance organization based in Wisconsin, and they are seeking an Account Executive (Underwriter) to manage commercial lines for small to mid-size businesses. The role involves developing profitable relationships with agencies and overseeing a portfolio of underwritten business.
Responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Leads and supports the execution of the underwriting, agency management, business development, comprehensive policy servicing, and product marketing strategies
Develops, manages, and maintains a growing, profitable portfolio of individually underwritten, small/middle market, multi-line commercial business
Regularly visits key agency contacts
Works with the Director of Agency Relations in annual agency business planning
Analyzes market conditions and develops and shares market competitive intelligence
Performs other miscellaneous tasks, projects, and duties as assigned
Qualification
Required
Must be based in the state of Wisconsin
Four-year college degree or equivalent experience required
Continuing professional development expected
Must be comfortable and self-directed to work independently in a remote, virtual office environment
Requires general knowledge of computer systems; knowledge of Microsoft Office software (OUTLOOK, WORD, EXCEL, POWERPOINT) and Office 365 highly desirable
Light to moderate travel (varying from 15%-25%) required for agency/account visitations, and for attendance at various company and industry functions
Preferred
Professional industry designations (CPCU, ARM, CIC, etc.) highly preferred
At least 5+ years of multi-line underwriting experience highly preferred
Prior agency or supervisory experience is a plus
Benefits
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
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase