Business Insurance Placement Associate

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 44,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Job summary

IMA Financial Group, Inc. in Dallas, Texas is seeking a candidate with strong insurance experience to manage policy setups and support new business. The role involves using EPIC and Indio systems while ensuring data integrity and compliance.

Applicants should have a High School Diploma and familiarity with MS Office is required. Benefits include an annual performance bonus, medical plans, and a 401(k). Salary range is $44,000 to $60,000 USD.

Qualifications

• 1–3 years of similar or related insurance experience.
• Experience with EPIC and Indio preferred.
• Ability to manage multiple deadlines and high-volume workflows.

Responsibilities

• Support and demonstrate IMA’s core values.
• Complete policy setups in EPIC, ensuring accuracy.
• Maintain high standards of data integrity across systems.

Skills

Insurance experience

EPIC

Indio

MS Office

Attention to detail

Education

High School Diploma

Bachelor’s Degree or equivalent experience

Job description

ESSENTIAL JOB RESPONSIBILITIES

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Build new business submission shells by creating EPIC and Indio accounts from Salesforce white sheets and other intake materials.
• Complete policy setups in EPIC, ensuring accuracy, completeness, and compliance with agency and carrier standards.
• Enter detailed policy data in EPIC, including but not limited to coverage limits, vehicle schedules, driver lists, and property schedules of values (SOVs).
• Prepare and complete ACORD forms in support of new business submissions and policy placement.
• Prepare and process Broker of Record (BOR) requests, including required documentation and system updates.
• Process and manage certificate of insurance requests, ensuring accuracy and timely delivery
• Generate client ‑ facing proposals and coverage comparisons to support placement and producer review.
• Prepare and submitE&Ssurplus lines documentation and tax filings in accordance with state requirements when required.
• Maintain regular communication with carrier partners and underwriters, staying current on appetites, guidelines, and process changes.
• Support new business placement overflow during peak production periods, assisting with submissions from start to finish as required. Approximately 25% of the role.
• Perform online carrier rating and quoting at the direction of placement team.
• Maintain high standards of data integrity, documentation accuracy, and workflow organization across all systems and platforms.

REQUIRED EXPERIENCE AND SKILLS

• 1–3 years of similar or related insurance experience
• Systems skills – Experience with EPIC and Indio preferred
• Experience with MS Office products required (Outlook, Word, Excel, and Copilot)
• Attain and maintain professional license – Property & Casualty license
• High School Diploma required
• Bachelor’s Degree preferred or equivalent experience
• Ability to manage multiple deadlines and high‑volume workflows across multiple offices
• Strong attention to detail with a focus on accuracy, consistency, and compliance

Salary Range: $44,000 USD - $60,000 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

*These benefits do not apply to internship roles.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.