CareerRiver

Senior Account Executive (Diversified)

IMA Financial Group · Dallas–Fort Worth, TX

📍 Dallas, TXvia greenhousePosted 2026-07-21
Apply on company site ↗
CareerRiver pulls this listing straight from the employer's hiring system — no recruiter middleman, no reposts. Applying takes you directly to IMA Financial Group.
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   Maintains 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   Supports in winning new business and set up of new accounts   Maintain s  intimate knowledge of clients' business operations, strategies, and needs throughout the year   Kicks-off the client renewal process  by creating  the Game Plan  and  completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents   Prepares for and  facilitates   meetings with k ey IMA stakeholders and  clients   Crafts the marketing strateg ies, r eviews submission s ,  and engages in negotiations with underwriters  to  d etermine  the relevant content to include in proposal s   Pursue s  mastery of the craft through on-going education and awareness of industry trends, products, and services   Develops and  maintains  carrier relationships   Manages a book of business that is > $1.3 Million in revenue   <10% of book of business revenue is within the Emerging market   < 40% of book of business revenue is within the middle market ,  independent of  additional  Account  Executive oversight   50% +  book of business  focused on large/complex accounts. Plays a lead role with large/complex accounts, based on primary industry levels   10% + of time is spent supporting producers in winning new business   Identif ies   with client’s priorities then create s  a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy   Structures a strong, long-term partnership with assigned clients   Offers client team management/coaching for Level 2 Account Executives   Offers internal team management/coaching for Level 2 Account Executives   Required Experience and Skills  include but are not limited to:   At least 10 years of e x perience 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  required  (specifically PowerPoint, Outlook, Word, and Excel)   Travel  r equired (up to 40% based on client book of business)   S killed at understanding the client’s entire business as it relates to insurance protection  ( matching to their aversion level of risk )  as it relates to specific terms & conditions   Strengthens  IMA  brand as subject matter expert (speaking at conferences, white papers, carrier relationships, etc.)   Hold s general insurance designation   Holds  formal specialty designation  ( ARM, CPCU, Industry specific designation , etc.)   #LI-JS1 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 Bes

More Dallas–Fort Worth, TX jobs

Dallas–Fort Worth, TX jobs · Browse all locations