Gregory Smith

Experience

1. Senior Account Executive

   IMA Financial Group, Inc.

   Apr 2025 — Present · Dallas-Fort Worth, TX, US

   IMA Financial Group is an integrated financial services company focused on protecting the assets of its diverse client base through insurance and wealth management solutions. We are proud that 100% of our employees are owners. That means the 2,500+ associates start with an owner’s mindset to provide customized solutions for each client’s unique needs.We are client-focused and purpose-driven. To further IMA’s commitment to protecting assets and making a difference, we prioritize governing our business responsibly and acting in a way that inspires positive change for our associates, clients, and communities.While we are just beginning our journey in some areas, we are well down the road in others. Regardless of where we are, we pledge to listen, learn, and lead to inspire and create positive change to better our world.IMA’s Core Values:ProfessionalismWe set the standard with an unwavering commitment to excellence.RelationshipsWe nurture relationships built on trust, integrity, honesty, humility, and mutual respect.ExpertiseWe are knowledgeable, hands-on, collaborative, innovative, and passionate about service.Balance Our environment encourages a balance of work, family, and community.ResultsWe constantly strive for profitable growth.Equity We embrace diversity, equity, and inclusion and are uncompromising in our support and encouragement of all voices.

Education

• St.Edward's University

  Bachelor of Liberal Studies

Skills

• Casualty Insurance
• Professional Liability
• Brokers
• Workers Compensation
• Commercial Insurance
• General Insurance
• Insurance
• Liability
• Property & Casualty Insurance
• Underwriting