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IMA Financial Group, Inc. · 3 months ago

Commercial Account Executive

Bellevue, WA

Full-time

Onsite

Mid, Senior Level

$120K/yr - $150K/yr

IMA Financial Group is a company that values diversity, equity, and inclusion while providing insurance services. They are seeking a Commercial Account Executive to serve as a strategic advisor to key clients, manage policy renewals, and develop strong client relationships.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

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, coverage & premium discrepancy issues, etc.) for all existing accounts

Supports in winning new business and set up of new accounts

Maintains 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 reviews of the policies and all relevant documents

Prepares for and facilitates meetings with key IMA stakeholders and clients

Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals

Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services

Develops & maintains carrier relationships

Manages a book of business with $1 Million - $1.3 Million in revenue

Plays a lead role on three or more large/complex client accounts

Spends 5-10% of time supporting producers in winning new business

Qualification

Insurance experienceApplied EpicGeneral insurance designationMS Office proficiencyCommunication skillsLeadership experienceNegotiation capabilitiesOrganizational skills

Required

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

Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Travel required (up to 40% based on client book of business)

Maintains increased technical knowledge both insurance industry and book of client's industry

Holds at least one general insurance designation

Autonomously responsible for all final aspects of assigned book of business

Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle

Preferred

Experience working within Applied Epic preferred

Pursuing formal specialty designation (ARM, CPCU, Industry specific designation) preferred

Active growth in client & team management capabilities with mentorship from Level 3 Account Executive

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.

Founded in 1974