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IMA Financial Group

Account Executive

Pittsburgh, PA; PittsburghUnited States
Energy B
POSTED 9 SEPTVERIFIED 13H AGO
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Pay · IMA Financial Group
$64k–$150k
p25–p75 · n=24
Open for
56d
since 9 Sept
Hiring · 30d
98
+3 net · open roles

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
  • Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
  • Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry
  • Performs functions of the role within an IMA office more than 50% of the time

Monitors and Coordinates

  • Training and development of all service team members
  • Assigns new accounts and transfers of accounts among staff to maintain workable workloads
  • Ensures quality control standards of the team are continually maintained
  • Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
  • Collaborates with Industry Practice Leads to support practice strategies
  • With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
  • In conjunction with producers, develops a service plan tailored to client’s needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
  • Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client’s program design based on their business needs and risk tolerance
  • Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
  • Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
  • Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
  • Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
  • Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
  • Actively supports the department by participating in completion of all duties required to complete a project and service a client
  • Serves as a leadership champion of organizational initiatives
  • Communicates with market president regarding department strategies, needs, and performance

Required Experience and Skills include but are not limited to

  • At least 10 years of similar or related industry experience preferred
  • 5-10 years of management/leadership experience preferred
  • Ability to learn and navigate within Agency Management System (EPIC)
  • Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
  • Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
  • Property and Casualty insurance license required for state of business
  • Moderate travel required (25-50%)
  • Bachelor’s degree preferred or equivalent experience
  • Strong written, oral and communication skills
  • Possesses a significant level of trust and diplomacy
  • Ability to influence those not reporting directly to you

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:

Source · IMA Financial GroupFirst seen 2 NovOriginal ↗