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IMA Financial Group, Inc.

Own Your Book: Personal Lines Client Leader

town/village of harrison, NY

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About this opportunity

IMA Financial Group, Inc. lists this Own Your Book: Personal Lines Client Leader opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

IMA Financial Group, Inc. in Harrison, New York seeks a Personal Lines Client Executive to own a high‑value book and lead client strategy as a trusted advisor.

You will manage a $500k–$700k revenue portfolio, oversee renewals, negotiate with carriers, and collaborate with internal teams to deliver tailored coverage solutions and exceptional client outcomes. This role emphasizes leadership, strategic thinking, and active client engagement.

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Who can apply

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