Insurance Placement Specialist — E&S & Submissions

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

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.