IMA Financial Group→
Client Executive at IMA Financial Group in Harrison, NY
Skills
Job Description
This is a standout opportunity for someone who wants to take real ownership of a high-value book of business while stepping into a true client leadership role at IMA Financial Group. As a Personal Lines Client Executive, you won’t just service accounts you will lead strategy. You will manage a $500K–$700K revenue portfolio, drive the full renewal lifecycle, and act as the primary architect behind coverage strategy, market positioning, and client outcomes. From building renewal game plans and analyzing risk to negotiating with carriers and shaping creative program solutions, you will be at the center of every critical decision.
This role is ideal for someone who wants to elevate their career beyond day-to-day account work and into a consultative, highly visible position where your expertise directly impacts client success and retention. You will also have the opportunity to support new business wins, strengthen carrier relationships, and continuously sharpen your technical and strategic skill set in a collaborative, high-performing environment. If you’re looking for a role where you can truly own your book, influence outcomes, and grow your career with purpose, this is it.
What You'll Do
- Manage a book of business with $500k – $700k in revenue
- Maintain overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Support in winning new business and set up of new accounts
- Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kick-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
- Prepare for and facilitate meetings with key IMA stakeholders and clients
- Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
- Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develop & maintain carrier relationships
- Support and demonstrates IMA’s core values
- Value and understands the importance of diversity, equity, and inclusion among all IMA associates
You Should Have
- Experience in insurance or related industry 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 specifically PowerPoint, Outlook, Word, and Excel required
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, 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.
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.