Executive Risk Account Executive

ESSENTIAL JOB RESPONSIBILITIES

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Independent responsibility for all IMA retail ERS engagement for both new and renewal placements, including but not limited to:
• assessment of client needs and exposures
• marketing and placement
• preparation of proposals
• adherence to ERS/IMA retail workflows
• regular client presentations, to both internal and external clients
• claims advocacy
• Primary ownership of and responsibility for assigned accounts (most of which will be complex or multi-line)
• Takes an active role in mentoring & technical training of other ERS associates, internal staff, and clients
• Claims advocacy as needed on complex claims
• Proficiency with IMA Agency Management systems and organizational workflows
• Understands the components of a financial statement and its underwriting implications
• Understands entity organizational charts and its underwriting implications
• Proficiency with EPIC/Agency Management workflow as well as other IMA organizational workflows and processes
• Displays significant technical expertise in Management Liability (D&O, EPL, Fiduciary, Miscellaneous E&O, Crime and K&R)
• Participates in the P&C workflow, including pre-renewal meetings, business reviews and various other client focused meetings

• 7+ years of experience in Executive Risk within the brokering, underwriting, claims, legal, or risk management industry required
• Proficiency with most Microsoft Office products
• Expert client facing skills (ability to build confidence, articulate complex concepts, and deliver challenging messages)
• Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations)
• Property & Casualty License required
• Bachelor’s degree required; advanced degree in a relatable field viewed favorably

Salary Range: $110,000 USD - $175,000 USD

This role is eligible for the following benefits:

• 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.

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.