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IMA Financial Group

Insurance, risk management, and wealth advisory

Account Executive - P&C

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeChicago, IL, USAIn-person

About the Job

Requirements

  • Maintains knowledge of clients’ business operations, strategies, and needs throughout the year.
  • Pursues ongoing education and awareness of industry trends, products, and services.

Responsibilities

  • Maintains overall responsibility for the renewal of existing accounts, including policy review, setting the game plan, loss analysis, program design, data completeness within the agency management system, and coverage and premium discrepancy issues.
  • Supports winning new business and setting up new accounts.
  • Kicks off the client renewal process by creating the game plan, completing a coverage analysis when applicable, and thoroughly reviewing policies and relevant documents.
  • Prepares for and facilitates meetings with key company stakeholders and clients.
  • Develops marketing strategies, reviews submissions, and negotiates with underwriters to determine relevant proposal content.
  • Develops and maintains carrier relationships.
  • Manages a book of business with $900,000–$1 million in revenue; 50%–60% of the book revenue is in the emerging market, while 40%–50% is in the middle market and under mentorship of an Account Executive Level 3.
  • Jointly services at least two large or complex accounts under the mentorship of an Account Executive Level.

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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