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Senior Account Executive (Construction)

IMA Financial Group
CompanyIMA Financial Group
CategorySales
LocationDallas
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted17 Jul 2026
Last verified11 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
Essential job responsibilities  include but are not limited to:   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,  data completeness within AMS, coverage & premium discrepancy issues,  etc.) for all existing accounts   Supports in winning new business and set up of new accounts   Maintain s  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   Prepares for and  facilitates   meetings with k ey IMA stakeholders and  clients   Crafts the marketing strateg ies, r eviews submission s ,  and engages in negotiations with underwriters  to  d etermine  the relevant content to include in proposal s   Pursue s  mastery of the craft through on-going education and awareness of industry trends, products, and services   Develops and  maintains  carrier relationships   Manages a book of business that is > $1.3 Million in revenue   <10% of book of business revenue is within the Emerging market   < 40% of book of business revenue is within the middle market ,  independent of  additional  Account  Executive oversight   50% +  book of business  focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels   10% + of time is spent supporting producers in winning new business   Identif ies   with client’s priorities then create s  a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy   Structures a strong, long-term partnership with assigned clients   Offers client team management/coaching for Level 2 Account Executives   Offers internal team management/coaching for Level 2 Account Executives     Required Experience and Skills  include but are not limited to:   At least 10 years of e x perience 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 working within Applied Epic preferred   Experience with MS Office products  required  (specifically PowerPoint, Outlook, Word, and Excel)   Travel  r equired (up to 40% based on client book of business)   S killed 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.)   Hold s general insurance designation   Holds  formal specialty designation  ( ARM, CPCU, Industry specific designation , etc.)   #LI-JS1 Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become elig