Commercial Lines Leader
IMA Financial Group, Inc., Wallingford, CT, United States
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, from entry level to Senior Account Executives, and has ultimate responsibility of service teams within the department
Performs functions of the role within an IMA office more than 75% 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
Leads new and renewal insurance company marketing process
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 clients 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 clients 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
Connecticut Role Specific Required Experience and Skills Include But Are Not Limited To:
Extensive experience marketing and servicing mid-to-large clients in the construction vertical. Working knowledge of the real estate, hospitality and non-profit industries also preferred.
Adept insurance practitioner with ability to both be the lead AE to manage a moderate sized book of business as well as be the senior technical advisor on placement and coverage to support the AE and producer on the department’s largest accounts while also managing the department. Equal ability in property/builder’s risk and primary and excess casualty are preferred. A working knowledge of surety, management liability, pollution and professional coverages will be considered a plus.
Demonstrated capabilities to contribute to the P&C sales process by being a key technical contributor with the ability to discuss the client-industry and insurance influencing issues to prospective customers in support of the producers
Proficiency in managing the expense side of the P&L through an ability to optimize organizational structure and role clarity within a commercial lines business
Overall IMA 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
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
*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.
#J-18808-Ljbffr
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, from entry level to Senior Account Executives, and has ultimate responsibility of service teams within the department
Performs functions of the role within an IMA office more than 75% 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
Leads new and renewal insurance company marketing process
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 clients 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 clients 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
Connecticut Role Specific Required Experience and Skills Include But Are Not Limited To:
Extensive experience marketing and servicing mid-to-large clients in the construction vertical. Working knowledge of the real estate, hospitality and non-profit industries also preferred.
Adept insurance practitioner with ability to both be the lead AE to manage a moderate sized book of business as well as be the senior technical advisor on placement and coverage to support the AE and producer on the department’s largest accounts while also managing the department. Equal ability in property/builder’s risk and primary and excess casualty are preferred. A working knowledge of surety, management liability, pollution and professional coverages will be considered a plus.
Demonstrated capabilities to contribute to the P&C sales process by being a key technical contributor with the ability to discuss the client-industry and insurance influencing issues to prospective customers in support of the producers
Proficiency in managing the expense side of the P&L through an ability to optimize organizational structure and role clarity within a commercial lines business
Overall IMA 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
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
*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.
#J-18808-Ljbffr