Note: The job is a remote job and is open to candidates in USA. IMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking an Executive Risk Account Executive. The role involves managing complex accounts, engaging in client presentations, and providing claims advocacy while supporting the company's core values of diversity and inclusion.

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:
• RFP participation
• Assessment of client needs and exposures
• Marketing and placement
• Preparation of proposals
• Adherence to ERS/IMA retail workflows
• Carrier relationships
• Best in class coverage negotiation
• 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
• Minimal travel required

Skills

• 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)
• Property & Casualty License required
• Bachelor's degree required; advanced degree in a relatable field viewed favorably
• 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)
• Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations)

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

Company Overview