Senior Account Executive - Complex Risk
IMA Financial Group · Dallas–Fort Worth, TX
📍 Dallas, TXvia greenhousePosted 2026-09-11
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Essential job responsibilities include but are not limited to:
Consistently exemplifies and champions IMA’s core values in all client , carrier and internal interactions
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Manages a book of business that is $2M+ in revenue
50% + book of business focused on large/complex accounts
Cultivates trusted, long-term strategic partnerships with assigned clients
Leads and oversees all aspects of the renewal process (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage issues , etc.) , ensuring strategic alignment, accuracy and exceptional client outcomes
Develops comprehensive marketing strategies , develops quality submissions , and leads negotiations with carrier partners to optimize client outcomes
Demonstrates advanced technical expertise and coverage knowledge that inspires confidence among clients, producers, and carrier partners.
Maintain s intimate knowledge of clients' business operations, strategies, and needs throughout the year
Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
Prepares for and leads meetings with k ey IMA stakeholders and clients
Ability to design, coordinate and facilitate placement of large, complex international programs in collaboration with our International team resources
Supports in winning new business and set up of new accounts. At least 10% + of time is spent supporting producers in winning new business .
Pursue s mastery of the craft through on-going education and awareness of industry trends, products, and services
Collaborates across specialty practices and internal resources to deliver top-of-class services to our complex clients – i.e. Claims, Risk Control, Executive Risk/Cyber, Risk Finance, International, Complex Property, etc.
Builds and maintains carrier relationships that enhance market access and client outcomes
Provides mentorship, coaching, and technical guidance to Level 2 Account Executives
Serves as a resource and mentor for Account Managers and team members, fostering professional growth and service excellence.
Required Experience and Skills include but are not limited to:
At least 10 years of e x perience in insurance or related industry based on the assigned book of business
Demonstrated ability to develop strategic risk management solutions aligned with client objectives and evolving market conditions
Strong communication skills both written and verbal
Proven success leading, mentoring, and developing high-performing teams
Ability to delegate and hold team & partners accountable
Experience working within Applied Epic preferred
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Travel r equired (up to 40% based on client book of business)
S killed at understanding the client’s entire business as it relates to insurance protection ( matching to their aversion level of risk ) as it relates to specific terms & conditions
Thorough understanding of loss sensitive casualty programs , captives, international programs and large shared/layered property programs
Enhances IMA's market presence through thought leadership, industry engagement, carrier partnerships, and subject matter expertise.
Hold s general insurance designation
Holds formal specialty designation ( ARM, CPCU, Industry specific designation , etc.)
Competencies & Traits:
Professionalism
Strategic Thinking
Influencing and Negotiation
Risk Management Expertise
Business Acumen
Talent Development
Collaboration and Relationship Building
Client Advocacy
Change Agility
Leadership Without Authority
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Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend , Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
• Business Insurance Magazine – Best Places to Work
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