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IMA Financial Group

Client Executive

IMA Financial Group · Harrison, NY; New York City, NY

Posted 16 days ago · $500K–$700K

or apply directly on IMA Financial Group's site. We never take the application ourselves.

Is this posting real?

This role has been open
16 days
IMA Financial Group's roles stay open a median of 41 days
Reposted
No
Salary listed
Yes
1% of IMA Financial Group's roles list one
Ghost-job risk at IMA Financial Group
high
39 stale, 4 reposted of 88 open
Hiring momentum
129 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from IMA Financial Group's own greenhouse board since 2026-08-03. Full hiring picture for IMA Financial Group.

About this role

As a Personal Lines Client Executive at IMA Financial Group, you will manage a high-value portfolio, overseeing the full renewal lifecycle and developing tailored insurance solutions for clients. Your role involves strategic client leadership, influencing outcomes, and collaborating with internal teams while maintaining strong carrier relationships. This position emphasizes consultative engagement, requiring you to analyze risks, negotiate with carriers, and contribute to new business opportunities.

Our read on this posting4.6out of 5
benefits
5/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IMA Financial Group as an employer.

What you need

  • Experience in insurance or related industry based on the assigned book of business
  • Ability to think strategically based on client’s priorities and marketplace cycle
  • Strong communication skills both written and verbal
  • Experience leading and developing people
  • Ability to delegate and hold team & partners accountable
  • Experience with MS Office products specifically PowerPoint, Outlook, Word, and Excel required

Nice to have

  • Experience working within Applied Epic preferred

What you get

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision

Worth weighing

  • Salary range is $115,000 — $155,000 USD, which may vary based on experience and location
  • Role involves significant responsibility and client interaction, which may not suit everyone
  • Position requires ongoing education and awareness of industry trends, which may demand extra time and effort

Summarised from IMA Financial Group's posting. Read the full original.

Listed by IMA Financial Group on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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