Account Executive (Underwriter) jobs in United States
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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.

Financial ServicesInsuranceRisk ManagementWealth Management
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Growth Opportunities
Hiring Manager
Jordan Skidmore, PRC
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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

Multi-line underwritingAgency managementBusiness developmentProfessional designationsMicrosoft OfficeDiversityInclusionCommunication skills

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.

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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 Stage
Total Funding
unknown
Key Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown

Leadership Team

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Robert L. Cohen
Chairman and CEO
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Patrick Lanning
President - Property & Casualty
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Company data provided by crunchbase