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IMA Financial Group

Private Client Placement Specialist

Wichita, USAPosted 2 weeks ago

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Job type
Not listed
Work mode
Not listed
Level
Not listed
Department
Other
Experience
Not listed
Posted
Sep 18, 2026

About the role

ESSENTIAL JOB RESPONSIBILITIES

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Collaborates with sales staff, both locally and long distance, as well as carrier partners in developing and executing marketing and placement strategies to drive new business growth
  • Generates quotes utilizing carrier online quoting and comparative rating systems and creates professional, detailed proposals per agency standards
  • Enters prospect and underwriting information into agency management system and maintains organized account files with proper documentation
  • Negotiates account eligibility and optimum coverage terms with insurance carriers
  • Maintains knowledge of carrier and broker appetites and specialty programs including attending carrier meetings to stay apprised of market and rate changes
  • Effectively communicates quoted coverages, costs, and deductibles to producers including identifying and suggesting coverage enhancements and mitigation opportunities
  • Coordinates and issues invoices, certificates of insurance, Broker of Record requests, auto ID cards, communication with mortgagees, filings, and binders
  • Assists in providing a seamless transition from marketing to assigned servicing team
  • Manages day to day relationships with carrier partners and assists in building long term partnerships
  • Assists in upholding company appetite and standards while building relationships with producers and contributing to their success
  • Strives to help meet or exceed agency and department goals and deadlines including assisting other team members as needed

REQUIRED EXPERIENCE AND SKILLS

  • Math skills and familiarity with ratios, percentages, discounts, and commissions
  • Ability to prioritize and multitask in a fast-paced environment while responding to requests in a timely, accurate, and friendly manner
  • Excellent critical thinking and problem-solving skills
  • Time management skills with the ability to meet deadlines and quick turnaround demands
  • Strong computer proficiency
  • Excellent oral and written communication and interpersonal skills
  • Willing to work overtime if necessary due to cyclical nature of business

COMPETENCIES & TRAITS

  • Building relationships
  • Agility/Flexibility
  • Self-Direction
  • Problem Solving
  • Communicating