Commercial Account Executive Team Lead

Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team.

• 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, coverage & premium discrepancy issues, etc.) for all existing accounts
• Leads other AEs, managing up to 5 Direct Reports.
• 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
• Manages a book of business with $1.5 Million - $2.0+ Million in revenue
• Plays a lead role on large/complex client accounts, managing a significant number of "house" business that is not directly tied to a producer
• Spends 5-10% of time supporting producers in winning new business

• 5 or more years of insurance or related industry experience 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)
• Maintains increased technical knowledge both insurance industry and book of client’s industry
• Holds at least one general insurance designation
• Pursuing a formal specialty designation (ARM, CPCU, Industry specific designation) preferred
• Active growth in client & team management capabilities with mentorship of other Account Executives and Account Managers
• Autonomously responsible for all final aspects of assigned book of business
• Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle

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.

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.