IMA Financial Group, Inc.

Account Executive

• Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services.
• Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business.
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals.
• Supports in winning new business through development of insurance program for new accounts.
• Develops clients’ 1- to 3-year risk management insurance plan objectives.
• Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients.
• Identifies with client’s priorities to understand client’s business philosophy, then creates a vision for their insurance program with alignment to their risk management goals.
• Prepares for and facilitates meetings with key IMA stakeholders and clients.
• Pursues mastery of the craft through ongoing education and awareness of industry trends, products, and services.
• Develops and maintains carrier relationships.
• Manages a book of business that is typically 20 to 30 clients with approximate revenue of $1.7 Million - $2.1 Million.
• <10% of book of business revenue is within the Emerging (under $25,000 in revenue) market.
• < 40% of book of business revenue is within the middle market ($25,000 - $100,000 in revenue), independent of additional Account Executive oversight.
• 50% + book of business focused on large/complex accounts ($100,000+ in revenue). Plays a lead role with large/complex accounts, based on primary industry levels.
• 10% + of time is spent supporting producers in winning new business.
• Offers client team management/coaching.
• Offers internal team management/coaching.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Account Executive – Advanced Industries Practice

Safety Specialist

• Conduct on-site and virtual loss control assessments for clients
• Evaluate safety practices, equipment, training programs, and operational procedures
• Prepare written reports and recommendations for clients.
• Assist clients with risk reduction strategies and safety program improvements
• Perform worksite safety inspections and operational reviews
• Develop online and instructor-led training content for tree care professionals
• Create course materials, presentations, videos, assessments, and supporting resources
• Assist in the development of leadership, technical skills, and safety curriculum
• Support the delivery of training programs through instructors and industry partners
• Conduct competency assessments and safety consultations in the field.
• Support incident reviews and corrective action planning
• Participate in industry events, conferences, and trade shows
• Maintain relationships with arborists, contractors, municipalities, and utility clients

Senior Tree Care Safety & Loss Control Specialist

Compliance

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Execute basic certificate reviews with low complexity, ensuring accuracy and completeness.
• Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI.
• Develop effective time management skills to meet deadlines and efficiently prioritize tasks.
• Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards.
• Performs the essential functions of the role within an IMA office environment 0-50% of the time.

IMA Certificate Compliance Analyst

• Maintains overall responsibility for assigned book of business for all aspects of IMA’s program design, ongoing service plan, and alignment of internal and external insurance services.
• Maintains overall responsibility of the entire renewal (design, placement, and structure; setting the game plan; coverage and loss analysis; review of policy and relevant documents; coverage & premium discrepancy issues; data completeness within AMS, etc.) for assigned book of business.
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals.
• Supports in winning new business through development of insurance program for new accounts.
• Develops clients’ 1- to 3-year risk management insurance plan objectives.
• Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year in order to structure a strong, long-term partnership with assigned clients.
• Identifies with client’s priorities to understand client’s business philosophy, then creates a vision for their insurance program with alignment to their risk management goals.
• Prepares for and facilitates meetings with key IMA stakeholders and clients.
• Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services.
• Develops and maintains carrier relationships.
• Manages a book of business that is typically 20 to 30 clients with approximate revenue of $1.7 Million - $2.1 Million.
• <10% of book of business revenue is within the Emerging (under $25,000 in revenue) market.
• < 40% of book of business revenue is within the middle market ($25,000 - $100,000 in revenue), independent of additional Account Executive oversight.
• 50% + book of business focused on large/complex accounts ($100,000+ in revenue). Plays a lead role with large/complex accounts, based on primary industry levels.
• 10% + of time is spent supporting producers in winning new business.
• Offers client team management/coaching.
• Offers internal team management/coaching.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Account Manager

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
• Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
• Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
• Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
• Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
• Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
• Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
• Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
• Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

Account Executive – Advanced Industries Practice

Senior Tree Care Safety & Loss Control Specialist

IMA Certificate Compliance Analyst

Account Executive – Advanced Industries Practice

Senior Account Manager – Advanced Industries Practice