Account Management

Pasadena, CA, United States

What You'll Do

IMA's Global Risk team is seeking an Account Executive to join our Global Benefits group. This person is an integral part of out Global Employee Benefits unit by acting as a key strategic leader and partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team. This position is eligible for remote work.

Responsibilities May Include But Are Not Limited To

Train and educate internal and external stakeholders on key elements of global benefits and insurance strategy and consulting skills

Lead the Global Account Manager(s) and Global Account Coordinator(s) and direct their activities related to the IMA Global Benefits Practice

Develop & maintain proactive communication level with IMA service teams, clients, production staff and external partners. This includes handling client and/or insurance company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution

Participate in preparation of new and renewal submissions and obtain underwriting information

Assist Managing Director with RFI and RFP responses

Develop a service plan tailored to client's needs with designated Producers

Participate in developing marketing strategy for renewals and new business including cultivating and maintaining good communication with insurance markets

Conduct periodic coverage and business risk reviews

Develop sales of additional lines of coverage or services on existing accounts

Responsible for collection of all account receivable items and/or review of foreign commissions in accordance with IMA Accounts Receivable Policy

Responsible for negotiating of service fee contracts with IMA production teams and/or external broker partners

Communicate to Account Managers regarding the account review information and then bind coverage information in conjunction with work-flow standards

Actively support the IMA global network of broker partners by engaging with WBN, Assurex, CIAB events, education committees, and conferences

Communicate with Global Risk & Benefits Managing Director regarding department strategies, needs, and performance

Maintains renewal list of global Benefits clients and Global AM assignments

You Should Have

5+ years of similar or related experience

Bachelor's Degree preferred or equivalent experience

Previous Employee Benefits Broker/Carrier experience required

Ability to obtain/maintain professional insurance licensing required

Entrepreneurial spirit and ability to innovate and lead initiatives

Ability to develop and oversee workflows

Ability to empower the team and facilitate collaboration

Motivated by building from scratch and finding creative solutions

Good verbal and non-verbal communicator

Good listener, asking thoughtful questions to create deeper understanding

Ability to think strategically based on team leadership need, client's priorities and marketplace cycle

Courtesy, tact and diplomacy as much of the work involves personal contact with others inside and/or outside the organization

Strong written and oral communication skills

Strong proficiency in computer skills and programs such as Microsoft Office. Experience understanding Applied Epic preferred.

Some travel required (15%)

Strengthens IMA brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)

The willingness to complete additional duties and take on additional responsibility as the need arises

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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. In addition to our robust benefits package, the hiring range for this position is $67,900 - $115,000. While this is the targeted range, final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

2020-2023 Business Insurance Magazine Best Places to Work in Insurance

2023 Inc. Magazine's Best Workplaces

2023 Denver Business Journal's Best Places to Work

2022-2023 Connecticut Top Work Places

2021-2023 Inc. 5000's List of Fastest Growing Companies

2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

2022-2023 Kansas City Business Journal's Best Places to Work

2021-2023 Los Angeles Business Journal's Best Places to Work

2021-2023 The Salt Lake City Tribune Top Work Places

2021-2022 Puget Sound Business Journal's Washington's Best Workplaces

2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category

2021 Dallas Business Journal's Best Places to Work

2021 Alaska Journal of Commerce's Best Workplaces in Alaska

2021 Wichita Business Journal's Fastest Growing Companies List

Employment Type: Full Time

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