IMA Financial Group
Financial Services
ExecutiveRiskLeader
Neural analysis suggests this role is
optimal for Executive candidates.
“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.
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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