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Account Executive

IMA Financial Group
CompanyIMA Financial Group
CategorySales
LocationSalt Lake City
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted10 Oct 2024
Last verified4 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Essential Job 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 Required Experience and Skills: 7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role Expertise in construction, real estate, and health services verticals preferred 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 working within Applied Epic preferred 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 #LI-AG1 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, Well-Being Stipend , 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.  *These benefits do not apply to internship roles. 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 reco