Business Insurance 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 Collaborate 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 Prepare and submit new business applications, including supplementals, to carrier partners Generate quotes utilizing carrier online quoting systems and create professional, detailed proposals per agency standards Enter prospect and underwriting information into agency management system and maintain organized account files with proper documentation Negotiate optimum coverage terms and pricing while identifying and suggesting coverage enhancements and options Maintain knowledge of carrier and broker appetites and specialty programs, including attending carrier meetings to stay apprised of market and rate changes Effectively communicate quoted coverages, costs, and deductibles to producers including identifying and suggesting coverage enhancements and mitigation opportunities Coordination and issuance of binders, invoices, auto ID cards, filings and finance agreements Assist in providing a seamless transition from marketing to assigned servicing team Manage day to day relationships with carrier partners and assist in building long term partnerships Assist in upholding company appetite and standards while building relationships with producers and contributing to their success Strive 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: 3-5 years of similar or related insurance experience Systems skills - experience with Epic and Indio High School Diploma required, Bachelor’s Degree preferred or equivalent experience Ability to analyze insurance quotes and make recommendations 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 Similar or related experience preferred

COMPETENCIES & TRAITS

Building relationships Agility/Flexibility Self‑Direction Problem Solving Communicating Salary Range: $52,000 USD - $75,000 USD Benefits 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 The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. #J-18808-Ljbffr IMA Financial Group, Inc.