Commercial Account Executive Team Lead

Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team.

What You’ll Do

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, coverage & premium discrepancy issues, etc.) for all existing accounts

Leads other AEs, managing up to 5 Direct Reports

Supports in winning new business and set up of new accounts

Maintains 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 reviews of the policies and all relevant documents

Prepares for and facilitates meetings with key IMA stakeholders and clients

Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals

Pursues mastery of the craft through ongoing education and awareness of industry trends, products, and services

Develops & maintains carrier relationships

Manages a book of business with $1.5 Million - $2.0+ Million in revenue

Plays a lead role on large/complex client accounts, managing a significant number of 'house' business that is not directly tied to a producer

Spends 5‑10% of time supporting producers in winning new business

You Should Have

5 or more years of insurance or related industry experience 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 required (up to 40% based on client book of business)

Maintains increased technical knowledge both insurance industry and book of client's industry

Holds at least one general insurance designation

Pursuing a formal specialty designation (ARM, CPCU, Industry specific designation) preferred

Active growth in client & team management capabilities with mentorship of other Account Executives and Account Managers

Autonomously responsible for all final aspects of assigned book of business

Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle

Compensation & Benefits
Being 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.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc.

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