IMA Financial Group

Financial Services

ExecutiveRiskLeader

$250–450k ~AI est. Atlanta, Georgia, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Executive candidates.

The Brief

“Executive Risk Leader at IMA Financial Group. Skills: Executive Risk, Private Equity, M&A. Support and exemplify IMA’s core values. Lead executive risk strategy”

Industry & Context.

Financial Services
Eligibility Requirements

Travel on occasion

What They're Looking For.

Must Have

College degree, 7+ years relevant experience, Property and casualty license

Nice to Have

Advanced degree, Familiarity with M&A transaction dynamics, Familiarity with transactional insurance solutions, Existing relationships with private equity sponsors, Existing relationships with law firms, Existing relationships with lenders, Existing relationships with deal ecosystem partners, CPCU designation, RPLU designation, ARM designation, CIC designation

What You'll Do.

Support and exemplify IMA’s core values

Lead executive risk strategy

Communicate key differences and coverage nuances

Maintain effective working relationships with client stakeholders

Serve as a point of contact

Contribute to development of client proposals

Present proposal materials to clients

Support producers with sales efforts

Prepare marketing materials

Prepare coverage comparisons

Prepare strategic recommendations

Support producers nationally in positioning solutions

Participate in client and prospect meetings

Participate in stewardship discussions

Participate in thought leadership initiatives

Collaborate across insurance teams

Collaborate across employee benefits teams

Collaborate across retirement teams

Collaborate across diligence teams

Deliver integrated client solutions

Complete additional duties

Take on additional responsibility

How You'll Work.

Team & Collaboration

Internal IMA team members; Underwriters; Clients; Insurance teams; Employee benefits teams; Retirement teams; Diligence teams

Communication Scope

Oral communication; Written communication; Client presentations

Full Job Description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Consistently supports and exemplifies IMA’s core values Leads executive risk strategy for the firm’s National Private Equity clearly communicates key differences and coverage nuances to internal IMA team members, underwriters, and clients Maintains effective working relationships with client stakeholders, typically including CFOs, General Counsel, and Private Equity sponsors, serving as a point of contact Contributes to the development of client proposals and presentations, and can confidently and clearly present proposal materials to clients Supports producers with sales efforts related to Executive Risk Solutions (ERS) products, including preparation of marketing materials, coverage comparisons, and strategic recommendations Supports producers nationally in positioning executive risk solutions within PE-backed and acquisitive organizations Participates in client and prospect meetings, stewardship discussions, and thought leadership initiatives Manages, mentors and helps develop colleagues across the executive risk and PE and M&A ecosystem ESSENTIAL JOB RESPONSIBILITIES include but are not limited to (continued): Collaborates across insurance, employee benefits, retirement, and diligence teams to deliver integrated client solutions REQUIRED EXPERIENCE AND SKILLS include but are not limited to: College degree with consideration given to those with an advanced degree (i.e., Juris Doctor, Master’s in finance and/or business administration) 7+ years of relevant experience working in executive liability insurance coverage Significant experience supporting financial institutions with executive risk solutions Existing relationships with senior-level underwriters and insurance company executives Displays excellent organizational and communication skills (oral and written) Demonstrated ability to lead complex client engagements and influence senior stakeholders Experience working in a highly collaborative, matri

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