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 & M&A Specialty Practice (including but not limited to the following lines of coverage GPL, VCAP, D&O, EPLI, Crime, Fiduciary, Cyber, Excess lines)
Serves as a senior advisor to private equity sponsors and portfolio company leadership teams
Assists in practice strategy, market differentiation, and growth initiatives
Develops and maintains underwriter relationships and an understanding of the executive liability marketplace (including carrier appetite, capabilities, and performance history) in order to effectively represent clients
Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equity-backed portfolio companies by:
Identifying gaps and opportunities within insurance programs and developing strategies to improve coverage, structure, and cost
Communicating with insurance carriers and leveraging negotiation skills to secure favorable terms, conditions, and pricing
Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions, and identifying opportunities for program efficiencies across the portfolio
Assists in negotiating standard endorsement suites and preferred terms with key carrier partners to create consistency and efficiency across programs
Reviews and compares leading insurance company policy forms; 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):
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
PREFERRED EXPERIENCE AND SKILLS include but are not limited to:
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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.
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
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.