Overview In this role you support IMA's renewal process and growth initiatives for a diverse book of business. You will lead renewal planning, client reviews, and collaboration with producers to align coverage and pricing with client needs. You'll maintain carrier relationships and help win new business, all while staying current on industry trends. This is a team-driven, ownership-minded position focused on delivering value to clients and expanding revenue.
Compensation / Benefits- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- 401(k)
- Paid Time Off
- Flexible Work Options
Responsibilities- Own and manage the renewal process for existing accounts, including game plan creation, coverage analysis, and data completeness within AMS
- Assist in winning new business and setting up new accounts
- Maintain deep knowledge of clients' operations, strategies, and needs
- Lead renewal kickoff with Game Plan and coverage analysis; conduct reviews of policies and documents
- Prepare for and lead meetings with IMA stakeholders and clients
- Develop and refine marketing strategies, review submissions, and negotiate with underwriters for proposals
- Pursue ongoing education on industry trends, products, and services
- Develop and maintain carrier relationships
- Manage a book of business with $900k-$2M in revenue
- Lead three or more large/complex client accounts
- Allocate 5-10% of time to supporting producers in winning new business
Key requirements- Experience in insurance or related industry with relevant book of business
- Strategic thinking aligned to client priorities and market cycles
- Strong written and verbal communication skills
- Experience leading and developing people; ability to delegate and hold others accountable
- Experience with Applied Epic preferred
- Experience with MS Office (PowerPoint, Outlook, Word, Excel) required
- Travel may be required
- Maintains advanced technical knowledge of insurance and client industries
- Holds at least one general insurance designation
- Professionalism
- Self-Direction
- Relationship management
- Applied Epic
- PowerPoint
- Outlook
