What are the responsibilities and job description for the Account Executive - National Real Estate position at IMA Financial Group?
IMA is seeking an Account Executive to join our growing National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.
Responsibilities for this role include, but are not limited to :
- Support in winning new business and set up of new accounts
- Maintain 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
- 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 and maintain carrier relationships
- Manage a book of business greater than $1.3 million in revenue
50% book of business focused on large / complex accounts. Play a lead role with large / complex accounts, based on primary industry levels
Required skills and experiences :
The anticipated timeline of this posting is 2 / 7 / 2025 through 3 / 31 / 2025.
LI-AS1
Salary Range
111,000 — $190,000 USD
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range
111,000 — $190,000 USD
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, Health Club Reimbursement, 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.
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
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.
Salary : $111,000 - $190,000
