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Senior Account Executive - P&C

IMA Financial Group
CompanyIMA Financial Group
CategorySales
LocationChicago
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted7 Aug 2026
Last verified8 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  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 review of the policy 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 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  Identifies with client’s priorities then creates 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 experience 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 required (up to 40% based on client book of business)  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.)  Salary Range $100,000 — $200,000 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