New Business Placement Specialist

IMA Financial Group; Overland Park (KS); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group is seeking a licensed insurance professional in Overland Park, KS, to support growth and carrier partnerships. You will submit applications, generate quotes, and manage account files while coordinating with sales and carriers in a hybrid in-office role.

The role emphasizes data accuracy, communication, and timely delivery, with a focus on building long-term client and carrier relationships in a dynamic market.

Qualifications

• Active P&C license is required.
• Ability to multitask in a fast-paced environment and respond timely.
• 3-5 years of insurance experience.
• Experience with Epic and Indio preferred.
• Bachelor’s or equivalent experience preferred.

Responsibilities

• Collaborate with sales staff and carrier partners to drive new business growth.
• Submit new business applications and supplements to carrier partners.
• Generate quotes using carrier online quoting systems and prepare detailed proposals.
• Enter prospect and underwriting data and maintain organized account files.
• Communicate quoted coverages, costs, and deductibles to producers and suggest improvements.
• Coordinate binders, invoices, filings, and finance agreements; support servicing transition.
• Maintain carrier relationships and develop long-term partnerships.
• Strive to meet agency and department goals and deadlines.

Skills

Active P&C license

Multitasking

Insurance experience

Epic experience

Indio experience

Quote analysis

Critical thinking

Time management

Computer proficiency

Communication skills

Overtime willingness

Hybrid schedule

Education

High School Diploma

Bachelor's degree preferred or equivalent

Tools

Epic

Indio

Job description

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

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 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

COMPETENCIES & TRAITS:

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

Compensation & Benefits

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.

Why Join IMA?

We’ve built a reputation for putting our associates first

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 work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.