ERS Account Executive
IMA Financial Group(6 days ago)
About this role
The role involves managing all aspects of retail engagement for clients within the insurance sector, including client assessments, proposal preparations, relationship management, and technical expertise in Management Liability. The candidate will support internal and external presentations, advocate for claims, and mentor other associates, primarily within a specific geographic region.
Required Skills
- Microsoft Office
- Client Management
- Claims Advocacy
- Negotiation
- Financial Statement Analysis
- Management Liability
- Insurance Sales
- Relationship Building
- Proposal Preparation
- Presentations
Qualifications
- Bachelor’s degree
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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