IMA Financial Group
Insurance
CommercialClientExecutive(AdvancedIndustries)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Commercial Client Executive (Advanced Industries) at IMA Financial Group. Skills: Client management, Risk management, Insurance solutions. Serve as primary point of contact. Deliver tailored risk management solutions”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
10 years equivalent insurance experience, Active Insurance License
Nice to Have
BA or BS preferred
What You'll Do.
Serve as primary point of contact
Deliver tailored risk management solutions
Identify emerging risks
Structure innovative coverage strategies
Support clients through growth
Oversee renewal process
Develop renewal strategy
Deliver renewal service
Engage clients in renewal
Align client objectives
Foster community and collaboration
Promote alignment and integration
Help with change management
Support leadership in cultivating culture
Provide insights and recommendations
Attend company meetings
Attend department meetings
Attend seminars and classes
Attend client meetings
Attend carrier functions
How You'll Work.
Team & Collaboration
Positive collaboration with colleagues; Collaboration with business partners; Collaboration with clients; Collaboration with prospective clients; Team and P&C alignment; Team and company initiatives
Communication Scope
Oral communication skills; Written communication skills
Full Job Description
What You'll Do: Client Management Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience. Serves as a trusted advisor to clients within advanced industries, including technology, advanced manufacturing, and aerospace/space, delivering tailored risk management and insurance solutions aligned to complex and evolving business models. Leverages deep industry knowledge and carrier partnerships to proactively identify emerging risks, structure innovative coverage strategies, and support clients through rapid growth, innovation cycles, and operational scale. Oversee all aspects of the renewal process, including strategy development, service delivery, and client engagement. Collaborate with producers to align client objectives with organizational capabilities and ensure seamless communication. Work with internal teams and external partners to address client needs and drive successful outcomes. Team Building and Collaboration Foster a sense of community and collaboration within the team. Promote alignment and integration between the team and the broader Property & Casualty (P&C) department. Help with change management procedures to confirm alignment between team and broader company change initiatives. Strategic Contributions Support leadership in cultivating a high-performance team culture. Provide insights and recommendations to enhance team operations, client satisfaction, and overall efficiency. Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required. Competencies Strong organizational, planning and communication skills. Positive collaboration with colleagues, business partners and clients/prospective clients. Willingness and ability to pitch in, even without explicitly being asked. Ability to understand and communicate the bigger picture while still being extremely detailed oriented. Proficient and proper email etiquette.
Applying for this Commercial Client Executive (Advanced Industries) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about IMA Financial Group?
Real rants from real employees. Read before you apply.