Client Executive
IMA Financial Group(1 month ago)
About this role
This role at IMA is a senior client-facing position responsible for strategic stewardship of a sizable book of commercial insurance accounts. The position emphasizes maintaining strong relationships with clients and external partners, supporting revenue objectives, and collaborating across internal teams. The role also requires commitment to company values and ongoing professional development within the industry.
Required Skills
- Renewal Management
- Policy Review
- Loss Analysis
- Program Design
- Data Completeness
- New Business
- Client Relations
- Game Planning
- Coverage Analysis
- Stakeholder Meetings
+5 more
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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