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IMA Financial Group

Insurance, risk management, and wealth advisory

Senior Account Executive - Complex Risk

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • At least 10 years of experience in insurance or a related industry, based on the assigned book of business.
  • Demonstrated ability to develop strategic risk management solutions aligned with client objectives and evolving market conditions.
  • Strong written and verbal communication skills.
  • Proven success leading, mentoring, and developing high-performing teams.
  • Ability to delegate and hold teams and partners accountable.
  • Experience working within Applied Epic is preferred.
  • Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel, is required.
  • Ability to understand the client’s entire business as it relates to insurance protection, match coverage to the client’s risk aversion level, and relate it to specific terms and conditions.
  • Thorough understanding of loss-sensitive casualty programs, captives, international programs, and large shared/layered property programs.
  • Holds a general insurance designation.
  • Holds a formal specialty designation, such as ARM, CPCU, or an industry-specific designation.

Responsibilities

  • Manage a book of business generating $2 million or more in revenue, with at least 50% focused on large or complex accounts.
  • Cultivate trusted, long-term strategic partnerships with assigned clients.
  • Lead and oversee all aspects of the renewal process, including policy review, game-plan development, loss analysis, program design, data completeness within AMS, and coverage issues, ensuring strategic alignment, accuracy, and strong client outcomes.
  • Develop comprehensive marketing strategies and quality submissions, and lead negotiations with carrier partners to optimize client outcomes.
  • Demonstrate advanced technical expertise and coverage knowledge to clients, producers, and carrier partners.
  • Maintain detailed knowledge of clients’ business operations, strategies, and needs throughout the year.
  • Identify client priorities and create a vision for their insurance program aligned with their risk management goals and business philosophy.
  • Prepare for and lead meetings with key IMA stakeholders and clients.
  • Design, coordinate, and facilitate placement of large, complex international programs in collaboration with International team resources.
  • Support producers in winning new business and setting up new accounts, spending at least 10% of time on new-business support.
  • Pursue ongoing education and awareness of industry trends, products, and services.
  • Collaborate across specialty practices and internal resources, including Claims, Risk Control, Executive Risk/Cyber, Risk Finance, International, and Complex Property, to serve complex clients.
  • Build and maintain carrier relationships that enhance market access and client outcomes.
  • Provide mentorship, coaching, and technical guidance to Level 2 Account Executives.
  • Serve as a resource and mentor for Account Managers and team members, supporting professional growth and service excellence.
  • Enhance IMA's market presence through thought leadership, industry engagement, carrier partnerships, and subject matter expertise.
  • Travel up to 40%, based on the client book of business.

Desired Qualifications

  • Experience working within Applied Epic.

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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