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IMA Financial Group

New Business Placement Specialist

USAHybridPosted 1 week ago

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Job type
Not listed
Work mode
Hybrid
Level
Not listed
Department
Other
Experience
3+ years experience
Posted
Sep 25, 2026

About the role

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • 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
  • Submits new business applications, including supplementals, to carrier partners
  • Generates quotes utilizing carrier online quoting 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
  • 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
  • Coordination and issuance of binders, invoices, filings and finance agreements 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

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

  • Active P&C license required
  • Ability to prioritize and multitask in a fast-paced environment while responding to requests in a timely, accurate, and friendly manner
  • 3-5 years of similar or related insurance experience
  • Systems skills - experience with Epic and Indio preferred
  • High School Diploma required, Bachelor’s Degree preferred or equivalent experience
  • Ability to analyze insurance quotes and make recommendations
  • 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
  • Hybrid schedule with 3 to 4 in-office days per week

COMPETENCIES & TRAITS:

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