IMA Financial Group

Account Executive

Salt Lake City, UT · Internship

Sponsorship not specifiedDetected 20 hours ago

SalesAccount ManagementExcelEpicCommunicationMicrosoft Office

About the role

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.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Supports and demonstrates IMA's core values
Supports in winning new business and set up of new accounts
Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
Develops & maintains carrier relationships
Manages a book of business with $900k
Plays a lead role on three or more large/complex client accounts
Manages a book of business with $900k - 2 Million in revenue
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.

7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role
Expertise in construction, real estate, and health services verticals preferred
Ability to think strategically based on client's priorities and marketplace cycle
Strong communication skills both written and verbal
Experience leading and developing people
Experience working within Applied Epic preferred
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Travel may be required when necessary
Holds at least one general insurance designation
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work

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
Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
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.
These benefits do not apply to internship roles.
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?

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.