Overview In this role you will manage a high-value book of commercial accounts within IMA's National Real Estate Team, driving renewal strategy, loss analysis, and program design. You will build strong client partnerships, lead renewal planning, and coordinate with carriers and internal teams to ensure aligned risk management and coverage. You'll also support new business and contribute to the firm's growth through expertise and strategic client guidance. This is a remote-friendly position with meaningful impact on complex accounts and carrier relationships.
Compensation / Benefits- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- 401(k)
- Paid Time Off
- Flexible Work Options
Responsibilities- Lead renewal process kickoff with Game Plan and coverage analysis
- Review policy documents and identify gaps to ensure alignment with client risk management goals
- Prepare for and run meetings with clients and IMA stakeholders
- Craft marketing strategies, submissions, and negotiate with underwriters for proposals
- Develop and maintain carrier relationships and expertise in insurance products
- Manage a book of business >$1.3 million in revenue, focusing on large/complex accounts
- Support producers in winning new business and new account setup
- Collaborate with internal teams to ensure client and company success
- Demonstrate IMA core values and commitment to diversity, equity, and inclusion
Key requirements- Experience in insurance or related industry with the assigned book of business
- Strategic thinking based on client priorities and market cycle
- Strong written and verbal communication skills
- Ability to delegate and hold partners accountable
- Experience with Applied Epic preferred
- MS Office proficiency (PowerPoint, Outlook, Word, Excel)
- Willingness to travel 20-25%
- Understanding of client business in relation to insurance terms and risk
- Professional designation or license in Property & Casualty within 30-90 days; specialty designation preferred
- Strategic mindset
- Strong communication skills
- Team leadership and delegation
- Applied Epic
- MS Office (PowerPoint, Outlook, Word, Excel)
- Negotiation with underwriters
