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IMA Financial Group

Insurance, risk management, and wealth advisory

National Real Estate Practice Leader

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Extensive real estate-related brokerage, underwriting, risk management, consulting, or adjacent experience, with strong technical knowledge of real estate exposures and insurance solutions.
  • Demonstrated credibility across relevant real estate sectors, client operating models, risk exposures, insurance markets, and competitive dynamics.
  • Experience supporting complex real estate portfolios, sophisticated placements, development projects, strategic pursuits, or industry-specific solutions.
  • Strong knowledge of property and catastrophe risk, valuation, builder’s risk, complex casualty, contractual risk transfer, claims, and alternative risk considerations.
  • Demonstrated ability to build senior-level relationships with real estate executives, clients, carrier leaders, associations, centers of influence, and strategic partners.
  • Proven ability to lead through influence across markets, functions, and reporting lines.
  • Experience recruiting, developing, mentoring, or deploying specialized talent.
  • Ability to convert technical knowledge into practical solutions, clear communication, scalable tools, and measurable growth or client value.

Responsibilities

  • Drive national new business growth across priority real estate sectors, which may include multifamily, affordable housing, commercial office, industrial and logistics, retail, mixed-use, hospitality, development, and property management.
  • Actively support producers on complex real estate opportunities, including strategy, program structure, property and catastrophe risk, valuation, builder’s risk, casualty, environmental risk, cyber, management liability, claims, and alternative risk considerations.
  • Provide direct involvement on high-value pursuits, including complex portfolios, catastrophe-exposed assets, development projects, and organizations with sophisticated risk financing needs.
  • Participate in internal business reviews, prospect meetings, client presentations, and RFP responses, representing the organization’s national real estate expertise.
  • Bring forward timely insights on real estate, capital markets, insurance conditions, regulatory developments, climate risk, construction costs, and economic trends, and apply them to client and growth strategy.
  • Develop and execute the national strategic plan for the Real Estate Practice, ensuring alignment with enterprise growth priorities.
  • Establish a clear point of view on priority client segments, geographic opportunities, differentiation, investment needs, and where the practice can win.
  • Partner with market and sales leaders to translate opportunity into focused plans with outcomes, owners, milestones, talent needs, service needs, and resource requirements.
  • Align service standards, technical expectations, and client delivery models across participating markets to support a consistent client experience.
  • Assess the current state of the practice and recommend where to scale, strengthen, incubate, maintain, partner, or stop.
  • Build and maintain deep relationships with property and casualty carriers, wholesale and program partners, alternative risk providers, and other markets relevant to real estate clients.
  • Strengthen market access and carrier alignment for complex portfolios, catastrophe-exposed assets, development projects, and difficult or specialized risks.
  • Build trusted relationships with real estate associations, centers of influence, lenders, capital partners, and other industry stakeholders.
  • Collaborate with carrier and external partners to bring useful market intelligence, benchmarking, risk insights, and new solutions to clients and internal teams.
  • Represent the organization in relevant real estate forums and bring emerging client needs, market changes, and partnership opportunities back into the organization.
  • Define the production, service, technical, analytics, claims, risk control, and leadership capabilities required for the practice to succeed.
  • Support specialty recruiting by identifying talent pools, target organizations, role profiles, and high-potential candidates, and by participating in interviews and selection.
  • Partner with Market Presidents and business leaders on onboarding, deployment, development, promotion, and retention of real estate talent.
  • Mentor and develop real estate-specialized talent across production, account management, technical placement, analytics, claims, and risk control.
  • Build a sustainable national bench of real estate experts and future leaders, with deliberate development and succession planning.
  • Reduce reliance on any one individual or market by converting expertise into repeatable solutions, playbooks, tools, training, service standards, and delivery models.
  • Serve as a consultative growth partner to Market Presidents, Commercial Lines leaders, sales leaders, producers, and client teams.
  • Engage early in strategic prospects, complex client needs, and major opportunities to pressure-test assumptions, shape pursuit strategy, and connect the right expertise and resources.
  • Increase producer confidence and effectiveness through real estate insight, practical coaching, relationship support, and clear access to practice resources.
  • Lead national practice calls and cross-market collaboration, promoting knowledge sharing and the transfer of proven approaches.
  • Partner with Marketing on focused thought leadership, events, association involvement, and market-facing content aligned with practice strategy.
  • Help markets replicate proven growth plays while adapting them to local asset classes, relationships, talent, and execution realities.
  • Establish meaningful goals and expectations for growth, talent, capability, client value, activity, and execution.
  • Maintain a regular review cadence with market and enterprise stakeholders, surface risks and barriers early, and recommend adjustments based on evidence.
  • Create shared accountability across specialty, market, sales, and service leadership by clarifying ownership, milestones, resource needs, and decision points.
  • Represent the practice in enterprise planning and provide an objective view of opportunity, capacity, performance, and investment needs.
  • Measure success through the capability and results of the practice, not simply the individual activity of the Practice Leader.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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