Account Executive - National Real Estate

Pasadena, CA, United States

IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.

Responsibilities for this role include, but are not limited to:

Support in winning new business and set up of new accounts

Maintain 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 review of the policy and all relevant documents

Prepare for and facilitate meetings with key IMA stakeholders and clients

Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals

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

Develop and maintain carrier relationships

Manage a book of business greater than $1.3 million in revenue

50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels

10% + of time is spent supporting producers in winning new business

Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy

Structure a strong, long-term partnership with assigned clients

Offer client and internal team management and coaching as appropriate

Work closely with internal ancillary teams to ensure client and company success

Support and demonstrate IMA’s core values

Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required Skills And Experiences

Experience in insurance or related industry based on the assigned book of business required

Ability to think strategically based on client’s priorities and marketplace cycle

Strong written and verbal communication skills

Experience leading and developing people

Ability to delegate and hold team & partners accountable

Experience working within Applied Epic preferred

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

Travel up 20-25% of the time, depending on the location of the role

Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions

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

Holds general insurance designation

Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)

The anticipated timeline of this posting is 5/1/2024 through 6/30/2024.

Salary Range

$111,000—$190,000 USD

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 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 Charlotte 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

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.

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