Private Client 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
• 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 , 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 include but are not limited to:

• 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