New Business Placement Specialist

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

• 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

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

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

* These benefits do not apply to internship roles.

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We provide support systems and resources that enable each of our associates to…