IMA Financial Group, Inc. · 5 hours ago
Account Executive
Salt Lake City, UT
Full-time
Onsite
Senior Level
7+ years expIMA Financial Group is a recognized leader in the insurance industry, and they are seeking an experienced Account Executive to manage client relationships and facilitate the renewal process. The role involves maintaining knowledge of clients' operations, developing marketing strategies, and managing a book of business while supporting new business acquisition.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Supports and demonstrates IMA’s core values
Maintains overall responsibility of the entire renewal with the Producer (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
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 $900k - 2 Million in revenue
Plays a lead role on three or more large/complex client accounts
Qualification
Required
7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role
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 may be required when necessary
Maintains increased technical knowledge both insurance industry and book of client's industry
Holds at least one general insurance designation
Preferred
Expertise in construction, real estate, and health services verticals preferred
Experience working within Applied Epic preferred
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase