Job Overview
We are seeking a motivated and dynamic Account Executive to join our insurance agency. The Account Executive will be responsible for managing client accounts, building strong relationships, and delivering exceptional customer service. This role involves working closely with clients to understand their insurance needs, providing tailored solutions, and ensuring client satisfaction.
Key Responsibilities
- Develop and maintain strong relationships with clients, acting as the primary point of contact.
- Assess clients' insurance needs and provide appropriate coverage recommendations.
- Prepare and present insurance quotes and proposals to clients.
- Negotiate terms and conditions with underwriters to secure the best possible coverage for clients.
- Manage the renewal process for existing clients, ensuring timely and accurate policy renewals.
- Responsible for Client Account Receivables
- Handle client inquiries, resolve issues, and provide ongoing support.
- Stay current with industry trends, regulations, and product knowledge.
- Collaborate with internal teams to ensure seamless service delivery.
- Achieve retention targets and contribute to the agency's growth and profitability.
- Support new client sales by joining meetings, handling marketing submissions, and team presentations.
Qualifications
- Minimum of 3 years of experience in the insurance industry, preferably in a client-facing role.
- Valid insurance license, Property & Casualty is required.
- Strong understanding of insurance products and services.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with clients.
- Strong negotiation and problem-solving skills.
- Detail-oriented with strong organizational and time management abilities.
- Proficiency in Microsoft Office Suite and familiarity with insurance management software.
- Ability to work independently and as part of a team.
Preferred Qualifications
- Experience working in a fast-paced insurance agency environment.
- Advanced certifications such as CPCU, CIC, or ARM.
- Knowledge of local and state insurance regulations.
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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 balanced life. This role is eligible for the following:
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, Health Club Reimbursement, 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.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
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.
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Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
See what it feels like to be supported by IMA on your career journey.